Our Services Quantitative, Qualitative, Tailored Advice

Quantitative Investing in Equities

For close to a decade, we have been running a strong and reliable quantitative equity investment model (AI) built on fundamental data and traditional investment analysis. We believe that an evidence-based investment process, with safeguards in place to protect your assets, grounded in fundamental data over long periods of time, drives success in long-term investing.

i-Cthru vs. S&P 500 - Backtesting and Real Performance Composite

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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.

Fundamental Investing

We rely on fundamental data and sound financial analysis to help us deliver long-term real returns.

Systematically Applied

A disciplined methodology underlies everything we do. Our model is based on a stable methodology, which has been back-tested and time-tested.

Risk Management

We believe that not losing your assets in the first place should be the cornerstone of any well-designed investment strategy. We focus on capital preservation by limiting drawdowns.

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

Workflow automation

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

China

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.

Investment Theme 1

WORKFLOW AUTOMATION

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

CHINA

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.

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Tailored Advice

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.

Business ventures
Separation and divorce
Estate planning
International tax environments
Second opinions

Let us know the questions you may have and how we might help. We'll get back to you within 24 hours.

Contact us