Our Services Quantitative, Qualitative, Tailored Advice
Quantitative Investing in Equities
This graph is a composite of backtesting and real results in our managed accounts. Backtested and account specific results have inherent limitations. Past performance should not be taken as an indication or guarantee of future performance, and no representation or warranty, expressed or implied is made regarding future performance.
We rely on fundamental data and sound financial analysis to help us deliver long-term real returns.
A disciplined methodology underlies everything we do. Our model is based on a stable methodology, which has been back-tested and time-tested.
Qualitative Investing in High-Conviction Ideas
Throughout our successful careers, we have been identifying compelling investment themes and have a proven track record unearthing nascent companies within these themes, with high-growth potential over the long term. When we select them, we view ourselves as business owners and tend to stick with the idea over a period of 5 to 10 years.
Two Examples of Investment Themes
Investment Theme 1
We have been investing in a few companies within the workflow automation theme. Workflow automation allows companies to dramatically improve their efficiency through streamlining. It is a high-growth under-penetrated market, with an estimated CAGR of +22% until 2025.
Investment Theme 2
We have been investing in a select number of a companies across various industries which will be great vectors to participate in the Chinese transition from an export production-based economy to a consumer-based one.
DocuSign - One of our Investments
DocuSign was one of our stock picks in the Workflow Automation theme in 2018 and we've been building positions for our clients ever since. The stock has substantially outperformed the markets since its IPO and we are holding on to it for the long term.
Life happens and no one situation is alike, which is why we truly enjoy thinking outside the box for our clients and help them answer the financial questions they may have and devise a plan for them to move forward. Here are a few of our favorite value-added services which we've helped some of our clients with. Would you like us to help you with another matter in an innovative way? Just let us know what you have in mind.