Investment Philosophy

Stoic Edge

Other than Structure, Process, Analysis & Behavioral edge, we are good at being Contrarian

NO hiding behind ‘Circle of Competence’

If we find a sector showing promise, we don’t simply ignore it because it is out of ‘competence zone’. Investing is about constant learning and expanding the Circle of Competence

NO Sector Preferences

Markets don’t just give opportunities in our favourite sectors. Even though some sectors are more structurally positive than others but we go where the evidence guide us.

Market Cap Agnostic

Ideally, we prefer Mid and Small Caps but on occasions more value is in Large Caps vis a vis Mid and Small Cap companies and if there is evidence, we shift our focus.

“In Short, we go where evidence of Value exists and we build our knowledge base to invest in those opportunities and strongly believe in not chasing the crowd and momentum”

NO SECOND-RATE INVESTMENTS
BUILT TO ALIGN WITH WHAT’S BEST FOR YOU.
Our only source of income is our fully disclosed management fee. We built IMA so that our profits correlate to changes in your wealth, ensuring we always make investment choices that are only in your best interests.

But we took one more step to align our interests with yours: we own the same stocks as you.

Our only source of income is our fully disclosed management fee. We built IMA so that our profits correlate to changes in your wealth, ensuring we always make investment choices that are only in your best interests.

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