Our investment process is underpinned by four key concepts: Repeatable, Expandable, Sustainable and Transferable. As a result, our process is scalable, and produces consistent and high quality outcomes.
First, as our process is repeatable, it can be applied broadly to most of our coverage universe. Being repeatable, it can be applied to many stock and avoids inefficient and frequent ad hoc analyses.
Second, its expandability makes it flexible enough to incorporate appropriate local adjustments in areas. As we set up offices around the region, we can ensure that the same investment process is applied.
Third, our investment valuation modules enable us to analyze securities under different market conditions; our portfolio analytics enable us to evaluate securities under different portfolio construction scenarios. These tools ensure that our investment process remains sustainable in the long term.
Last, our process is transferable. Our checklist research procedure and reporting system encourage interactions among analysts and portfolio managers – an ongoing dialogue that allows our knowledge and experience to be easily transferred to new team members.