Investment Process

Qualitative and quantitative approaches are applied in evaluation model to target both financial and social returns.

Due diligence and review

On-site visit before make investment decision, in depth historical investigation at the operational level.

 

Portfolio construction, investment optimization
The portfolio should be structured with regards to client and fiduciary mandates of: risk, style, quality, safety, tax, social responsibility, industry, geographical concentration, turnover, etc.

Reporting

Provides full transparency for investors such as annual reports, newsletters, internet reporting, etc.