Investment Philosophy

Our investment philosophy is to seek out mispriced assets based on inefficient markets exploited from fundamental proprietary research with a view to establishing long term sustainable growth with low volatility and capital preservation as our starting points. We pride ourselves on the following:

  • Discipline
  • Diligence
  • Unemotional
  • Experience
  • Agility

Robust portfolio construction with risk mitigation and a comfortable margin for error guarantee our long term success in achieving a real return.

Investment Strategy

Our strategy is based on a fundamental long term horizon to stock research using a “bottom-up” approach. More broadly, we do a detailed analysis of the industry, the company and its peers, management and finally, a detailed financial forecast and valuation based on numerous metrics but guided by the discounted cash flow model. There is also a macro overlay in most instances.

We seek out mispricings in absolute long and short positions, relative long/short positions, pairs, event driven and arbitrage trades.