Investment Management Process, our client’s financial goals

INVESTMENT MANAGEMENT PROCESS

Our disciplined investment process allows us to build our portfolios in line with our investment principles and our client’s financial goals, summarised in the below 4 steps:

Portfolio construction represents a blend of client-driven factors and market-driven factors, which determine asset allocation. This process results in a bespoke portfolio for the client.
Given that the world is ever-changing, investment management is a continuous process requiring constant monitoring. As such, every portfolio is individually monitored and rebalanced in order to maintain an investor’s risk/return profile as well as effectively controlling portfolio risk over time.

INVESTMENT MANAGEMENT PROCESS

IDENTIFY OPPORTUNITIES

Generate universe for each asset class

Qualitative review (management meetings, due diligence)

Quantitave screening (fundamental data, technological factors, Region, country, industry and sector specific screens)

DEVELOP INVESTMENT APPRAISAL

Blend historic data and forward-looking economic views
Integrate fundamental and macro analysis aimed at gaining stock conviction on a 6-18 month horizon

Assess valuations relative to expectations, industry peers, markets and historical multiples

Review analysis in research reports, conviction ratings, mock portfolios and continuous team discussions

CONSTRUCT OPTIMAL CLIENT PORTFOLIOS

Analyse exposures and sensitivities

Prioritise new investment ideas against current portfolio and focus list

Trade-based on evolving relative conviction

Integrate technical analysis and fundamental outlook changes

Ensure risk exposures are monitored

CONTINUOUSLY MONITOR CLIENT PORTFOLIOS

Regularly monitor client’s portfolio in relation to its investment guidelines as well as each underlying of the portfolio

Rebalance if need be for e.g. by adjusting recommended portfolio weight