Our Investment Strategies

Strategies Focusing on Differentiation and Innovation

Our most critical factor in achieving consistent great results for our investors is our laser-sharp focus on identifying and investing in companies that are either pioneers in technology or they continuously re-invent themselves in order to stay ahead of others in their sector.

We follow a rigorous process of analysis that is anchored on three metrics:

• Technology strength
• Financial strength
• Leadership strength

A quarter-century experience of the core team leading to consistent superior returns, are coupled with diversified talent of the contributing team in fundamental research, advanced quantitative analysis and direct assessment of the leadership team of key companies that we invest in, combine to influence our choices and sizes of investments.

While focusing on medium to long term investments there are always short term opportunities that we take full advantage of in order to boost our portfolio performance.