Portfolio Management Service (PMS)

Investment Strategy

While providing all of the above-mentioned services, our investment strategy shall be built on a foundation of key principles aimed at optimizing returns while managing risk. We generally adopt a Buy & Hold approach, constructing our investment thesis for each company with a horizon of 3 to 5 years, with a strong focus on minimizing churn rate.

In line with Growth Investing, we apply value investing principles, targeting companies that are undervalued relative to their intrinsic value and have clear growth catalysts that can drive long-term value creation.

To further mitigate risk, we prioritize diversification across multiple sectors, adhering to allocation limits of 30% per sector and 10% per individual company at the cost of acquisition.

Finally, our portfolio is well-balanced across Small, Mid, and Large-Cap stocks, ensuring a mix of established companies and growth-oriented smaller firms, providing both stability and the potential for high returns.

The fund is designed to take advantage of growth opportunities in the equity markets while managing risk through active management and a disciplined investment approach.

Our experienced team of professionals has a deep understanding of the market. We carefully analyze and select stocks based on fundamentals, taking into account the macroeconomic environment and long-term trends in the markets also.

The Fund is suitable for investors who are seeking long-term capital growth. Our investment strategy offers investors a unique opportunity to participate in the growth potential of the equity markets with the guidance and expertise of a professional investment management team.