The all-cap global fund looks for companies in all markets around the world.
The fund looks to generate positive absolute and relative return over a full-market cycle with active risk management. Investment philosophy of the fund is focus both on the upside and on the downside risks to the individual stock.
The investment process puts a higher emphasis on screening for risks
The all-cap international fund looks for companies in the developed markets.
The fund looks to generate positive absolute and relative return over a full-market cycle with active risk management. Investment philosophy of the fund is focus both on the upside and on the downside risks to the individual stock. The investment process puts a higher emphasis on screening for risks and not on future growth rate or market valuation.
Allocations to companies in Japan, Germany, UK and Switzerland account for 50% of all assets with the additional 5% in the U.S.
The all-cap fund seeks to invest in financially strong companies with out-of-favor stocks.
The investment process looks at a broad universe of stocks from small to large capitalization and applies industry knowledge in identifying a list of investment candidates. Bottom up research helps manager in building a high conviction portfolio and take contrarian approach to market actions.
Concentrated fund prefers to invest in companies that offer a margin of safety and the fund has about 75% of holdings in small and mid-cap stocks.
The fund seeks to generate positive returns by investing in small and mid-cap companies for the long term.
The investment process is bottom up selection driven to discover companies that are trading at a discount to their long term value. The companies with strong cash flow and the need low reinvestments and superior competitive advantage are selected for deeper research. The investment team also considers environmental, social and governance factors. In-depth sector and industry research guides investment selection.
Only companies with the highest convictions are added to the portfolio of 35.
The fund seeks to invest in undervalued mid cap companies with strong growth potential.
The bottom up investment process looks for companies with strong balance sheet, positive cash flow and business models with sustainable competitive advantage. The process also applies environmental, social and governance factors in selecting companies.
Investment team conducts deep-dive research to gain insights in industries and companies and also takes a contrarian view before making an investment decision.
