Investment Overview
Strategy Description
Our investment objective is capital appreciation. In pursuit of the investment objective we seek both long and short term capital appreciation. We begin by determining which sectors are leading the markets higher. The sectors are then rated for factors promoting sustainability of market leadership. The system then extracts what we believe to be the leading stocks of leading sectors, holding positions for as long as this remains true. This discipline aims to force the purchase of stocks that benefit from larger market and economic trends. We have a clear bias towards innovative and disruptive companies that we believe are emerging and displacing the old guard.
As tactical investment managers, our strategy seeks to capture above average returns with lower levels of risk. The active management overlay allows us to purchase or sell option contracts against individual fund positions, in an effort to hedge or enhance short- and long- term returns.
Our strategy is simple, and efficient in nature. It employs a range of approaches in an effort to generate premium returns in rising markets and hedge against short term market declines.
