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Investment Approach

Our Investment Approach

Overview
Overview

Overview

Our investment strategy is built on the belief that while markets are efficient in the long run, they often misprice assets in the short to medium term.

 

This mispricing is primarily due to unrecognized inflection points and persistent behavioral biases.

 

Our approach leverages fundamental analysis to uncover these opportunities and focuses on identifying catalysts that unlock value.

 

We concentrate on companies undergoing positive structural albeit under-recognised change

Foundational Beliefs

Foundational Beliefs

Embracing the concept of Long-Term Market Efficiency versus Short to Medium-Term Mispricings forms the core of our investment philosophy. We understand that, over time, markets tend to accurately reflect the true value of assets.

Fundamental Analysis

Fundamental Analysis

Fundamental Analysis is at the heart of our strategy. We conduct in-depth, bottom-up analysis of financial statements, industry trends, competitive landscapes, and management teams to pinpoint undervalued securities with strong potential for growth.

Identifying Catalysts

Identifying Catalysts

Identifying Catalysts is crucial for us. We focus on pinpointing specific events or developments that have the potential to unlock value. These catalysts could range from corporate restructurings and management changes to new product launches, regulatory shifts, or other significant inflection points in the market.

Style Agnostic with a High Conviction Portfolio

Style Agnostic with a High Conviction Portfolio

We do not limit ourselves to specific benchmarks. Instead, we focus on constructing a high-conviction portfolio of 20-25 carefully selected securities that offer the potential for sustainable long-term returns. This approach allows us to concentrate our expertise and resources.

Alignment of Interests

Alignment of Interests

Putting Our Money Where Our Mouth Is - our interests are fully aligned with those of our clients. The equity of our management team is invested side by side with client funds, ensuring that we are equally committed to the success of our investment strategy.

Disciplined Investment Process

Disciplined Investment Process

A Disciplined Investment Process guides our actions. Our methodical approach is designed to systematically identify and capitalise on short to medium-term inefficiencies while always maintaining a long-term perspective.

Leveraging Behavioural Insights

Leveraging Behavioural Insights

Leveraging Behavioural Insights is key for us. By drawing on principles from behavioural finance, we aim to understand and anticipate market sentiment and investor behaviour, enabling us to make well-informed investment decisions.

Time in the Market

Time in the Market

Rather than trying to time the market, we believe in selecting the right investments and staying invested for the long haul. Our strategy involves maintaining a long position in the market, driven by our fundamental belief that “time in the market beats timing the market” over the long term.

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