US Market Investment Strategy

Long-term Investing Strategy
(10-10-10 Approach)

  • Celenian aims to achieve superior returns for our investors by selecting and investing in the highest-quality companies with high and steady long-term growth potentials.
  • Celenian’s “10-10-10” approach aims to select around 10 highest-quality companies with the sustainable potential growth rate of more than 10% per year for more than 10 years.
  • Celenian considers target companies’ market size, competitiveness, ability to grow using their own capital, leverage level and quality of management among other things.

Market Neutral Strategy

  • Celenian utilizes long-short equity strategy in the US market, one of the deepest and the most liquid markets in the world.
  • Celenian aims to generate returns that are independent of market directions while exceeding typical fixed income returns.
  • Celenian seeks to achieve its goals by investing in common stocks, individual options and warrants, and actively exercising its rights with those securities to protect the downside risk.

Top-down Strategy

  • Celenian aims to achieve high risk adjusted returns by utilizing its proprietary top-down approach.
  • Celenian constructs a portfolio of ETFs based on its rigorous analyses of economic and market data.
  • Celenian aims to achieve high returns while minimizing downside risk with its risk on/off approach.
Why invest in the U.S.?
High Quality
  • U.S. stocks account for about 40 percent of the world's total stock market capitalization.
  • Most investors consider the U.S. market to be comprised of some of the highest-quality companies in the world with sustainable growth across a diverse set of industries.
High Returns & Low Volatility
  • The U.S. market has often offered higher returns and lower volatility (i.e., higher risk-adjusted returns) than the rest of the world, mainly due to its stable economic and political system.
Recessions and Drawdowns
  • The U.S. market has historically demonstrated more stability and better defense against recessions than the rest of the world.
  • Market drawdowns in other countries during recessions and bear markets tend to be deeper and longer than the U.S. market.
Asset Allocation
  • The U.S. dollar serves as the world’s reserve currency and is the most widely traded currency.
  • The U.S. dollar tends to strengthen in unstable markets, oftentimes acting as a hedge against the Korean currency during volatile times.
Celenian fervently follows the principle that superior investment
returns are often achieved by holding onto high-quality assets for long periods of time