Investment Process

Our investment process is designed to be disciplined, transparent, and repeatable. It is guided by the following principles:

• Simple & Clear: Transparent and easy to understand.
• Robust: Built to consistently deliver reliable outcomes.
• Repeatable: Can be applied consistently over time.

Equity Process

Fundamental Analysis

Before investing, we evaluate businesses based on three core factors:

• Strong business economics
• High-quality management
• Attractive valuation

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Asset Allocation Process

Our portfolio construction is driven by facts, not opinions. We integrate bottom-up research with valuation discipline and macroeconomic scenario analysis to reduce risk and enhance long-term returns.

Risk Management

Risk management is a continuous process. Through diversification and disciplined portfolio construction, we aim to generate resilient performance across varying market conditions.