Equities (Public Stocks) Investment
Research-Driven Equities.
Discipline-Led Results.
We run a fundamentals-first equities program designed to compound quietly over time. Each mandate begins with a clear universe and objective, then builds repeatable rules for position sizing, de-risking, and review. We focus on cash-flow durability, leadership quality, reinvestment runways, and price paid—paired with execution checks that reduce slippage and drift. The goal: higher conviction in what we hold, fewer outlier days, and better risk-adjusted returns across cycles.
Mandate & Universe
Define objective, benchmark, and liquidity rules. Screen for durable cash flows, aligned leadership, and reinvestment capacity. Concentrate capital where edge is provable.
Sizing, De-Risk & Review
Position sizes set by risk budgets and expected payoff. Automatic trims/adds around catalysts and drawdown bands. Weekly post-trade reviews to keep the book honest.
Execution & Costs
Tighten entries/exits with playbooks, venues, and timing; track slippage and borrow costs. Transparent reporting keeps fees and frictions in view.
Achieving Your Edge
Our team partners with you to turn research into results—clarifying mandates, sizing with discipline, and tightening execution. The aim is simple: concentrate in quality, cut outlier days, and let winners compound with confidence.
How Can Our Team Help You to Reach Your Goals
Discovery & Objectives
Schedule a 30-minute call to clarify goals, risk tolerance, constraints, and time horizon. We outline our approach and confirm fit.
Baseline & Universe
We gather your holdings and data, define the investable universe, benchmark, liquidity rules, and risk budget. This creates a clear mandate.
Strategy & Sizing Rules
We design a fundamentals-first portfolio with repeatable position sizing, de-risk/exit bands, and execution playbooks to reduce slippage and drift.
Execution & Ongoing Review
We implement, monitor KPIs (P/L, drawdown, hit rate, costs), and run weekly/quarterly reviews—rotating capital to high-conviction names and keeping risk controlled.
