TOP-DOWN TREND IDENTIFICATION
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Click to enlarge The investment committee identifies high-growth megatrends, evaluates “growth triggers”, analyses the macro environment
- The advisory committee assists in the identification of high-growth megatrends and adds perspective through consultation with subject matter experts
BOTTOM-UP STOCK SELECTION
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Click to enlarge Identification of the leading companies within a megatrend through fundamental and technical analysis using the CAN SLIM2 methodology
- Assessment of portfolio qualities, such as country and sector diversification potential, growth, and liquidity criteria
PORTFOLIO CONSTRUCTION
- Benchmark-agnostic allocation to the most attractive growth trends, whereby the underlying positions determine trend weightings
- Resulting portfolio holds 80 – 100 actively managed positions