INVESTMENT PHILOSOPHY

• Active Manager
• Quality Focus
• Research Driven
• Growth Leaders
• Tying Macro Trends with Profitable Businesses

INVESTMENT PROCESS

• Top Down Global Trend Analysis
• Bottom-Up Selection
• Improving Earnings Growth
• Fundamental Analysis
• Best in Class
• Studying Great Businesses

RESEARCH PROCESS

• Fundamental Analysis
• Growth Longevity Analysis
• Sustainable Business Models
• Trends Across Industries
• Fundamental Momentum
• Qualitative and Quantitative Screening
• Free Cash Flow

RISK CONTROL

• Risk Reward Analysis
• Position Size
• Stock Selection Process
• Downside Control
• Factors Affecting Valuation Multiples
• Idiosyncratic Risk
• Stick to 60-40 Allocation

• Balancing Risk and Return Potential