Our Approach

Active Management: We are active managers, and closely follow company earnings prospects and stock valuations with the aim of holding the most optimal portfolio at all times.

Primary Research: As part of our primary research, we regularly meet company management teams and industry experts to stay on top of trends in companies and industry sectors.

Proprietary Indicators: We have developed proprietary leading indicators that track monthly profitability of companies, giving us a timing advantage over other investors.

Investment Team: Our investment team has been working together since 1995. All of our portfolio managers have over 15 years’ of experience in global financial markets, gaining experience at top US and European banks, and hold CFA charters.