How We Work
A disciplined, research-driven framework applied consistently across every mandate.
Mandate Assessment
Every engagement begins with a structured assessment of your capital objectives, risk tolerance, investment horizon, and liquidity requirements. We do not offer standardised products. Every mandate is individually scoped before capital is committed.
Research & Screening
Potential opportunities are run through a multi-stage screening process combining AI-automated data aggregation, proprietary GARP scoring, and bottom-up fundamental analysis. Only positions that meet our full criteria threshold advance to mandate consideration.
Investment Policy Statement
Before deployment, we formalise the agreed strategy, asset class parameters, concentration limits, and reporting cadence in a written Investment Policy Statement. This document governs every subsequent decision and provides a clear accountability framework for both parties.
Capital Deployment
Deployment is staged and deliberate. Entry points are selected through technical validation of fundamental conclusions, with position sizing calibrated to mandate risk parameters. We do not chase momentum; we enter on conviction and exit on thesis completion.
Active Management & Monitoring
Positions are monitored continuously against real-time data, earnings signals, macro developments, and position-level risk metrics. The portfolio is actively managed; holdings are added to, trimmed, or exited as the underlying thesis evolves, not on a fixed schedule.
Reporting & Communication
Clients receive structured performance reporting on a regular cadence, including portfolio attribution, position commentary, market context, and forward outlook. We maintain an open channel for ad-hoc communication. Transparency is not a quarterly event.