The firm uses a 5-stage investment research process that brings together fundamental Macro and Micro variables, Technical analysis and use of scuttlebutt or stock information from the market grapevine.

Powerful risk management tools are employed across a diversified portfolio of long and short positions and across multiple sectors; the fund invests in liquid large/mid/small cap companies and employs strong risk management to preserve capital.

It uses single stock shorts to protect downside in a falling market. It employs a low churn strategy that holds positions for months/years.

Objective:

No Negative Years of performance
Outperform the Index by 10% p.a. compounded over time