We have a long-term focus and combine our macro and micro views in making investment decisions. Our goal is to preserve capital and have long-term capital appreciation through disciplined risk management approach. We strive to get excess returns through stock selection, diversification, opportunistic investing and derivatives with similar risk profile.

 

Our Core Principles are:

 

Long Term Focus- Our goal is to take advantage of mispricing in the short term and short term market declines to build long term wealth. Our portfolio is long short but long biased.

 

Combine Fundamental and Technical Research - We believe that we can improve returns by combining fundamental and technical research. When looking at fundamentals, we look at valuation, revenue & eps growth and analyst views. We use technical research to find good entry points to initiate or add to our positions.

 

Aligned Interests - We have most of our assets invested with the firm along with our clients to show our conviction. 

 

Active and Passive Management - We don't believe in market timing, but rather combine active and passive management to combine market returns and generate alpha. Having a portion in passive management reduces tracking error and helps in avoiding costly mistakes.