Investment Philosophy

We manage our portfolios with a bottom up & stock picking approach within a thematic sectoral & macro framework.

 

We identify key macro economic and societal themes that we believe will drive investment returns on a 1 to 3 year view. 

 

The long only strategy investment approach is benchmark aware and uses substantial tracking error, seeking to avoid poor performing or expensive stocks and sectors of the markets.

 

Our bottom up stock picking approach seeks to invest in the stocks of well managed large & mid cap companies in China and Asia whose growth potential is attractively priced.

 

We conduct in-depth analysis and have built an extensive proprietary database of Asian and Chinese companies, especially in the energy, metals and materials sectors. 

 

Short positions focus on securities where we assess that the market price does not reflect our views of weakening business fundamentals or malfeasance.

 

The portfolio manager emphasizes liquidity in the investment approach. 

 

Please register and contact us to receive more information about our investment philosophy and the monthly reports of the funds we manage.