Investment Strategy & Portfolio Construction


The investment strategy is to generate alpha in the Asia Pacific region by identifying and investing in dislocated market situations via the optimal strategy and asset class.

     Identify      Implement       Monitor      Monetize
  • Undertake top-down macro-economic analysis to generate themes and identify catalysts across countries and industries
  • Evaluate specific investments using a fundamental, value- based methodology to identify the right value and the right price
  • Select the optimal strategy, product and sectors to express the view while maximizing risk/return profiles and ensuring risk parameters are properly understood
  • Use the proper asset class to ensure efficient use of fund capital, diversification, maximum reward, liquidity and the highest chance of profit
  • Select appropriate hedge profiles
  • Continuously review and analyze themes and individual trades
  • Monitor risk and exit strategy for each position
  • Employ disciplined target return and stop-loss approach
  • Portfolio diversified by strategy, asset class and number of positions
  • Concentration guidelines per single name positions
  • Determine exit strategy for each position
  • Dynamically  trade positions to optimize return


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