Our disciplined and value-driven investment approach focuses on preserving and increasing our client’s assets. We provide active management style, prioritizing high quality companies acquired at advantageous valuations. We invest in high conviction names, which we believe will outperform the market.

Our process is based on:

1. Time tested quantitative factor model that prices every investable security. The factor model is based on 23 metrics such as valuation and profitability that have been tested in house.
2. Fundamental analysis – we are focused on companies with competitive advantage and growing free cash flow.
We employ multiple levels of risk control that are developed in house and help us determine weights of securities in the portfolios and determine the downside risk of selected stocks.

Our process results in highly selective, nimble, and customizable equity and fixed income strategies.