Investing Strategy
Businesses are evaluated based on their industries & financials that includes Balance sheet, Income
statement & Cash Flow, Earnings growth, Share Buy Back, Return on equity, Quality of the
management decisions & Historicals. We appoint dedicated team to understand the business
revenue models for long time sustainability and compare with other businesses within the same
sector.
We also apply some of the industry leading standard metrics of valuations and assessment to ensure
it meets the benchmark criteria for it to have a place in our funds. We apply the following metric
checklists
- Williams j.Oneil
- Warren Buffet
- Peter Lynch
- Benjamin Grahams
- ElitePRO Metrics
We also validate stock ranking within the industry and Institutional ownership and management
ownership plus the OPTIONS calls to see if it’s heavily shorted at that particular period.
Investing Process
- Research
- Evaluation
- Market Technical
- Fundamentals Analysis
- Financial Analysis
- Industry Analysis
- Institutional stakes (Ownership)
- Short Seller (Insider Information)
- Investment Risk Analysis
- Index Exposure
- Portfolio Suitability
