Our Equity philosophy is based on the belief that superior investment performance is achieved by investing in companies that are priced below their intrinsic value with a sufficient margin of safety. Our intrinsic value is calculated by looking at what the company is currently worth based on sustainable earnings or net asset value.
Our Equity philosophy is centered around assembling the following:
We blend both a fundamental and quantitative investment approach to gain a more comprehensive perspective of business.
We ascribe to the principle of capital preservation first, and then yield enhancement. This is evident in our emphasis on undervalued stocks and explicit use of capital protection strategies. Our analyses are geared to assess the main drivers of and valuations of appropriate investments. Thorough analysis underpins superior returns. The investment team has a combined 40+ years of industry experience with a strong, research, portfolio management and derivative background.