Our Investment Process

We believe that a disciplined, rigorous and consistent investment process produce superior performance in the long term. You will find below our steps in creating our strategies.

1. Universe
Define the investment environment in which we will pick our companies.

2. Factors
Design factors based on academic literature and innovative concepts.

3. Ranking
Create a composite of factors to rank companies from our defined universe.

4. Simulation
Form a strategy using the ranking system with portfolio rules and filters.

5. Portfolio
Build the live portfolio by investing real money in the defined strategy.

6. Monitoring
Monitor the portfolio, rebalance and carry out performance attribution.