OUR MISSION
STRONG LONG-TERM RETURNS
Our goal is to generate strong long-term returns with less risk, so that our clients can grow their assets with reduced market volatility.
OUR PHILOSOPHY
A RIGOROUS
RISK-REWARD FRAMEWORK
Invest in high-quality companies trading at discounted prices using bottom-up fundamental analysis and a rigorous risk-reward framework.
equity process overview
IDENTIFY QUALITY COMPANIES
Sustainable Growth
Attractive Valuation
Low Leverage
Out of Favor
Positive Secular Trends
FUNDAMENTAL
BUSINESS ANALYSIS
Strong Moat
Management Rank
Financial Analysis
Risk Assessment
ESG Evaluation
CALCULATE REWARD TO RISK RATIOS
Downside Target
Upside Target
Asymmetric Risk
Reward Ratio
Discount to
Intrinsic Value
Build
DIVERSIFIED
PORTFOLIO
High Conviction
Diversify Risk and Reward
Sell Discipline
Low Turnover
