OUR PROCESS

 Our rigorous investment process has been crafted by our expert team of professionals with expansive experience globally and locally and founded firmly upon our values of integrity, drive, rigour, innovation and respect.

Our research team and portfolio managers study economic and industry trends, as well as screen stocks for value, growth and quality, before in-depth research into selected securities.

The Security Selection Committee meets frequently to evaluate analysts’ recommendations and the research processes behind them, update our list of approved securities and make tactical calls on asset allocations.

The portfolio managers combine the list of approved securities with client mandates to build suitable portfolios for clients and invest or divest from securities at appropriate risk/return thresholds.