Investment Philosophy
We are committed to high quality research through in-depth analysis, disciplined stock selection and best-in-class portfolio construction that reflects our conviction levels so as to achieve consistent risk-adjusted returns.
Stock Analysis and Selection
Stock weightings are set according to conviction levels while taking into consideration various performance objectives and risk tolerance.
Consistent Risk-Adjusted Performance
Our investment process strives to effectively manage risks to deliver consistent risk-adjusted returns to our clients.
01
Research
- Research strategy
- Idea generation
- Approved lists*
* The approved list consists of all those stocks that are approved for investment.
02
Portfolio Construction
- Investment strategy
- Security selection
- Portfolio construction disciplines
- Focused and conviction based portfolios
A Team-Based Approach
Our equities team is organized by geographical and sector coverage to build in-depth knowledge and achieve a competitive edge.
Get in Touch
Let us know if you would like further information about our funds and investment solutions.
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