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Our investment approach

Doing the right thing for our clients is our most important responsibility.

Our goal is to provide them with our best investment ideas and expertise:

  • We help our clients grow and protect their assets
  • We use our expertise in connecting the developed and developing world to provide clients with sustainable investment opportunities across multiple asset classes and capabilities

As we aim to achieve sustainable solutions for our clients, we have fully integrated responsible investment within our investment culture and process. In our investment process, Environmental Social Governance (ESG) analysis is incorporated alongside financial analysis to quantify a company’s potential risks and returns over the longer-term.

Guiding principles

Our investment process is characterised by structure and discipline, implemented with skill by empowered and accountable teams of portfolio managers and analysts. Our investment framework is rigorous and repeatable.

A distinct perspective on asset management

Fixed Income - Investment philosophy & process

  • Liquidity management focused on risk management
  • Our investment process seeks to manage credit, liquidity, and interest rate risks efficiently
  • Investment process focused on three major stages – Factor process (to identify credit and duration bands), Credit evaluation, Ongoing strategy
  • Continuous monitoring and reassessment of risk
    • Balanced approach to credit
    • Balanced approach in managing risk – lower issuer concentration

Equity - Investment philosophy & process

  • Considered, disciplined and conviction based portfolio building process
  • Focus on three stage investment process - Stock screening, Analysis and Portfolio construction
  • Supported by ESG guidelines

About us

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To Transact on WhatsApp – Send us “Hi” on 9326929294 TnC
For Product updates on WhatsApp – Send us “Hi” on 8879900800 TnC

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Risk Warning
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested.

Begin your journey here

Looking to dream big? Start your journey here.

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