INVESTMENT PHILOSOPHY & PROCESS

Our investment philosophy is based on a deep understanding of structure of the markets and the financial instruments that will match clients' expectation in such markets.

We begin our investment procedure with the client profiling process which provides a clear appreciation of the risk appetite and investment preferences of the client.

We design a strategic asset allocation plan for individual clients and create a portfolio in line with the strategic asset allocation plan and investment policy.

We adopt a value investing approach in a methodical and disciplined manner towards creating a portfolio that will effectively match risk with return.

We review the portfolio with the client from time to time in line with the investment management agreement.