Strategies

Historically, equities have delivered the highest long-term returns among asset classes. It is well established that long-term equity investment mitigates short-term market volatility. Accordingly, we position an Equity Long Strategy as the foundation of our portfolio, aiming to capture broad market beta while enhancing returns through disciplined alpha generation via stock selection.

However, market timing remains challenging, and even exceptional stock pickers can suffer prolonged drawdowns — as evidenced by investors in the MSCI World Index in 2007, who had to wait until 2013 to fully recover from the Global Financial Crisis. To mitigate short-term volatility and timing risks, we complement our core equity exposure with Event-Driven and Arbitrage Strategies, which offer low correlation to market beta and contribute to a more stable return profile.

Leveraging Management Team’s experience in developing and implementing these strategies since 2007, we have built a diversified, technology-driven investment platform. Despite our modest AUM, we have invested heavily in financial technology infrastructure — including Bloomberg Professional, automation tools, and AI technologies — enabling us to maximize opportunity capture while maintaining a lean, cost-efficient operation.

At the heart of our investment approach lies our Equity Long Strategy. Focused on high-conviction, bottom-up stock selection, we aim to capture broad market appreciation while generating alpha through fundamental research. By maintaining disciplined exposure to quality businesses with durable growth prospects, we seek to weather market cycles and build long-term capital appreciation for our investors.

We maintain the flexibility to allocate capital to a range of opportunistic hedge fund strategies, adjusting dynamically to changing market conditions. These may include credit, macro, volatility arbitrage, or sector-specific plays where we see asymmetric risk/reward profiles. This adaptive approach enhances portfolio agility and enables us to capture value from dislocations and emerging themes across asset classes.

Our investment process integrates multiple quantitative models designed to detect patterns, inefficiencies, and momentum across global markets. These models span statistical arbitrage, factor analysis, and machine learning, offering a data-driven lens through which we identify investment signals. When combined, they provide robust, diversified insights that complement our fundamental analysis.

Despite our embrace of advanced analytics, we believe traditional financial analysis remains indispensable. In-depth evaluation of company balance sheets, earnings quality, competitive positioning, and industry dynamics enables us to develop a grounded view of intrinsic value. This discipline anchors our investment decisions and ensures a solid foundation for risk management and capital allocation.

We leverage cutting-edge AI technologies to enhance our investment decision-making. From natural language processing that synthesises market sentiment and news flow to machine learning algorithms that refine predictive models, AI tools help us process vast datasets with speed and precision. This empowers our team to uncover hidden opportunities and improve forecasting accuracy while retaining human judgement at the core of our process.