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Investment Strategies

We are a fundamental-driven investment manager with strong emphasis on research and valuation. We only buy stocks that we are proud of owning them and we see fit to fulfil long-term ambition of growing our capital side by side with clients.

Currently we only manage clients portfolio with 2 strategies that has been tested through good times and bad times.
Signature Strategy
The strategy aims to produce long-term capital appreciation by investing in U.S. innovative companies and European ultra-luxury goods producers. We seek to invest in companies with strong long-term growth, high operating profit margin, sustainable competitive advantages through innovation and/or brand value, and resistance against macroeconomic downturn.
Market U.S. and Eurozone
No. of Holdings 15 to 25 stocks
Main Sectors Information Tech, Luxury, Medical Tech
Inception January 2016
Annual Return, net of fees 24.86%
Sharpe Ratio 1.30
HyperGrowth Strategy
The portfolio seeks to invest in U.S. listed companies with at least 30% long-term growth on revenues, driven by strong innovation. The portfolio is long-only and may be concentrated in 10 stocks or less at a time. We are targeting 4X to 5X investment result over 5-year period, implying a target of 32-38% annual return, gross before performance fees.

This strategy has not been offered to U.S. persons yet.
Market US-listed stocks
No. of Holdings 10
Main Sectors Information Tech, Medical Tech
Inception
Annual Return, net of fees 33.6%
Sharpe Ratio 1.24