Investment Focus

Long Equity: Primarily long strategy, emphasizing value and growth sectors with secular trends.

Research and Analysis: Utilize top-down and bottom-up analysis to identify equities with strong growth potential, solid fundamentals, and compelling valuations.

Procedure Driven: Maintain a systematic, research-driven investment approach.

Circle of Competence: Focus on industries and companies with deep understanding.

Business-Oriented: Prioritize companies with robust business models.

Long-term & Value Investing: Seek undervalued assets with substantial margin of safety.

Contrarian: Be willing to invest against prevailing market sentiment.

Focus Strategy: Concentrate on high-conviction investments.

Behavioral Finance Awareness: Recognize and mitigate emotional and cognitive biases in investment decisions.

Systematic Decision Making: Apply repeatable frameworks and data-driven analysis for consistency and objectivity.

Diversification: Our approach incorporates a diversified selection of equity holdings, spanning multiple sectors and industries.

Allocation: Allocation based on a rigorous assessment of investment conviction and market liquidity, maintained within established risk limits

Capitalization Focus: Emphasizes a strong bias toward companies demonstrating higher market capitalizations, with a predominant allocation to larger, more mature enterprises.