- Capital preservation under all market conditions
- Diversification by asset class and geographies
- Value and event driven investing and bottom up analysis
- Direct, single line trades where possible, avoid layers of fees
INVESTMENT PROCESS
CLIENT NEEDS & VIEWS
CLIENT OBJECTIVES
MACRO ECONOMIC OUTLOOK
PORTFOLIO STRATEGY
ASSET ALLOCATION
RISK PROFILE
SECURITY SELECTION
THEMES (E.G. INFLATION, INTEREST RATE)
EVENTS (M&A, RESTRUCTURING)
VALUE (P/E, FUNDAMENTALS)
SCREENING / FILTERS
TAX RELATED (E.G. RND, UK TAX)
ENVIRONMENTAL, SOCIAL & GOVERNANCE
IMPLEMENTATION
COST REVIEW
MONITORING / RISK MANAGEMENT
REPORTING
