Our Framework : BEST
Our investment framework is based on the factors associated with historically top performing companies. We believe that there are multiple factors that drive equity returns in culmination with earnings growth. Therefore, we maximise our probability of investing in a high performing stocks based on numerous critical factors.
B : Increasing market share in a Big addressable market or are a Big dominant player in a specialised segment
E : Growing Earnings over a quarterly and annualised basis and likely to experience further growth in profitability over at least a 3-4 quarter horizon driven by a new product, capacity expansion, or a favourable macroeconomic outlook
S : Strength on metrics such as free float, management ownership, price consolidation, and relative strength, factors positively associated with strong stock performance
T : Transparent management teams that provide adequate disclosures about the company and its prospects through presentations, earnings calls, and updates
Our Approach
Bottoms Up & Top Down Approach for idea generation
Long term horizon with a key focus on near term earnings
On the lookout for incremental catalysts that can re-rate a company
Combination of long and medium term investment ideas
Short Term + Short Term ... = Long Term
The long term is simply an aggregation of numerous short terms
We are
​​1. Dynamic : We typically aim to hold positions for at least a year to allow for substantial growth. However, we remain agile to capture opportunities with higher potential returns.
2. Focused : Invest only in our highest conviction ideas. We look for a high degree of sustainbility and predictability in earnings.
3. Holistic : Factors like liquidity and price action are crucial secondary assessments, serving as a final filter before we make an investment.