Our Investment Approach
Fundamental Research,
Global Opportunity Set
We invest assets globally across multiple geographies and sectors using a fundamental research-driven approach. We also use AI to improve the accuracy and efficiency of our process, and we adhere to a disciplined investment approach and risk management framework.
Our Four-Stage Process
Who We Are
Built For Drawdowns
We implement a multi-dimensional volatility portfolio approach to hedging, based on experience in managing downside through 1987, 1994, 1997, 2001, 2008, 2015 and 2024. We take an active approach to adjusting risk across a range of market conditions. In high-duress situations, we look to reduce gross exposure and to reduce basis and factor risks between longs and shorts, and across countries and sectors.
DEPTH OF TEAM
An average of 30 years of experience in finance across a diverse investment team that has worked together for many years.
ONE PORTFOLIO APPROACH
Full flexibility to invest across geographies and parts of the capital structure, depending on the market opportunity set.
ASIA EXPERTISE, GLOBAL REACH
We focus on low-volatility investing and leverage our Asia expertise to invest globally.
Our Investment Approach
We focus on low-volatility investing and leverage our Asia expertise to invest globally.
We have an experienced team of investment professionals and a scalable strategy with a focus on liquid instruments across the capital structure.
We are selective and nimble, with an emphasis on global thematic and event-driven situations.
Speak With Us About Your Family's Mandate
We welcome enquiries from professional investors and their advisers.