Our Process
BUY STRENGTH
THE ART OF SELECTING QUALITY STOCKS
Our journey begins with the meticulous identification of stocks that promise enduring growth. This isn’t about chasing the latest buzz or getting swayed by brand allure. It’s about recognizing genuine quality.
Our selection matrix revolves around three pivotal pillars-
Sales Growth:
A company’s sales trajectory speaks volumes. We delve into historical sales data, pinpointing firms that have consistently expanded their market footprint. Such growth is a
testament to their ability to innovate and resonate with their customer base.
Our selection matrix revolves around three pivotal pillars-
Profitability:
A company’s profitability isn’t just about numbers; it’s a narrative. It tells us about the efficiency of its operations, the vision of its leadership, and its commitment to delivering shareholder value.
Shareholder Returns:
At the end of the day, our allegiance is to the investor. We gravitate towards companies that have a history of rewarding their shareholders, be it through dividends, share buybacks, or other avenues.
SAILING WITH THE WIND: MARKET ALIGNMENT
Our edge lies in our adeptness at aligning our portfolio with the prevailing market currents. This ensures we’re not swimming against the tide but leveraging it. Our alignment strategy is anchored in three core tenets:
Strength in Price:
A stock’s price trend can be a beacon. Those on an upward trajectory often signal continued robust performance. We keep a close watch on these price movements, ensuring we’re on the right side of the trend. in three core tenets-
Momentum:
Momentum isn’t solely about speed; it hinges on direction and stock price stability. By capitalizing on momentum trends, we gauge market sentiment, ensuring our investments harmonize with the broader market rhythm. This strategy enables us to smoothly navigate the trend’s path.
Risk Management:
Every investment journey has its share of storms. Our quantitative tools help us forecast potential risks, allowing us to navigate challenges proactively and safeguard our clients interests. By marrying fundamental robustness with technical insights, we strike a balance that maximises returns while shielding against potential downturns.ket sentiment, ensuring our investments harmonize with the broader market rhythm. This strategy enables us to smoothly navigate the trend’s path.
SELL WEAKNESS
THE SCIENCE OF STRATEGIC EXITS
The decision to sell is as crucial as the decision to buy. Recognising this, we’ve instituted a disciplined exit blueprint. This isn’t about reacting to market whims about acting on well-defined criteria. We understand that every sale, even if it seems premature, is an opportunity. The capital freed can be channelled into more promising avenues. Our strategy is also a psychological safeguard. It acts as a bulwark against the emotional pitfalls investors often grapple with, be it the fear of missing out or the hesitation to acknowledge a misstep.
