Investment Process
Our investment process starts with stock selection with a focus on the competitive advantage, then we make buy or sell decisions based on our estimated intrinsic value, discounts are often triggered by company specific events, finally we construct the portfolio based on internally developed rating optimizer.
Stock Selection
- Investment Universe Definition
- Business fundamental analysis, with a focus on its competitive advantage
- Financial analysis
- Calculation of the intrinsic value of the business
Catalyst Aware
We don't engage in market timing, but we are opportunistic when it comes stock-specific events, such as
- Market are reactive on short-term earnings results, while our thesis is intact
- Business going through normal business cycle, e.g. destocking process
- General market weakness which led to significant discount to our calculated value for the business
- One-time off items, such as legal matters
Portfolio Construction
We utilize and internally developed rating optimizer to determine the weight of each position, to maximize our risk adjusted return
Rebalance and Monitor
We regularly monitor our selected risk parameters, such as sector and geographic exposure
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