Our investment committee comprises our team of investment professionals, who specialise in research and portfolio construction and management. Morning meetings are held daily to discuss any events relating to the macro economy, local and international happenings and trends that could have an impact on investment markets, and any stock-specific information of relevance. Independent contributors are invited to join us on a regular basis to share insights and views – these include other asset managers, the various stockbroking firms we have contracts with, and independent research providers.
A formal monthly Stratcom is held to summarise meaningful events of the month, to strategise and debate any strategic direction changes deemed necessary and to confirm any portfolio changes made or to be made.
As a small investment team, we pride ourselves on our ability to be nimble and flexible. Our objective is long term investment, but there are times when changes need to be made quickly, and we act decisively.