Our focus is on mid-to-long-term investing, based on fundamental investment ideas and research. We perform targeted analysis on sectors and industries set to benefit over a two-to-five-year horizon — staying focused on areas of higher risk-reward and tracking key counters aligned with the major economic outlooks.
Fixed-income instruments are generally allocated for yield generation over a longer horizon. We seek stable income growth while staying cautiously optimistic on interest-rate movements, company fundamentals, geopolitics and sentiment — diversifying at both individual-bond and fund level and adjusting exposure across regions and yields.
Where markets lack direct primary access to underlying stocks, we add exposure via indices and mutual funds. Indices also serve as hedges in volatile conditions without liquidating long-horizon positions, while selective funds support strategic beta allocation at minimal transaction cost.
Our forex exposure targets alpha and income generation with minimal outright transactions. Positions can hedge underlying equity exposures, and we translate our views on global economic developments — central bank moves, GDP growth and other indicators — into currency positioning.
We are open to various derivative instruments on any underlying asset class, including equities, indices and forex. Derivatives are deployed when outright execution is inefficient or risk-reward is unfavourable, and as short-term hedges during volatile periods. Structured products are used where liquidity requirements are lower, to generate longer-term returns with minimal interim changes.
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