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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. We are proud to announce that this strategy was chosen as a finalist at National Association of Active Investment Managers (NAAIM) - 2021 Active Investing Competition.
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 26.52%
Sharpe Ratio 1.39
Dividend Growth
Coming soon
Market coming soon
No. of Holdings coming soon
Main Sectors coming soon
Inception coming soon
Annual Return, net of fees coming soon
Sharpe Ratio coming soon