Investment Philosophy
- Portfolio management means balancing risk and return
- All investment processes should explicitly involve human judgement.
- Quantitative modelling and 'fundamental research' are complementary, not competing, approaches and should be combined.
- Governance is a critical part of our fundamental analysis.
- Active management can outperform passive benchmark strategies especially when adjusted for risk
- Our objective is to provide the client with optimal returns subject to any given set of constraints and stock universe preferences they may have.
Investment Process
