We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.
We believe in going beyond mere ‘top down/bottom up’ methodology. Our approach is more thorough and built on four pillars of analysis: fundamental, quantitative, macro, and technical.
Fundamental analysis allows us to evaluate the intrinsic value of a security by discounting its future cash flows and compare basic ratios against a peer group.
We use our software, the Investment Toolkit, to process multi-dimensional data sets and extract important information about cross-asset correlations and lead lag effects among variables.
Macroeconomic analysis helps us forecast economic conditions that affect consumer and investment behaviour. We focus not only on national output, unemployment and inflation, but also on cross sector and inter-market relationships within the macro context.
Technical analysis helps us analyse price patterns and trading activity statistics of the different instruments/markets to assess the market timing component of the investment decisions.