Approach
Our Investment Approach
How we research markets, select investments, allocate capital, and follow a position through to settlement.
01
Market Research
We review listed markets, company disclosures, and prices before an allocation is made.
02
Investment Selection
We select listed equities and securities for the investment term and record the position against the plan.
03
Portfolio Allocation
Each investment is allocated to its own plan, with that plan’s amount range, start time, and duration.
04
Market Monitoring
A running investment is followed hour by hour. Each hour is kept, and the next hour is added to that record.
05
Performance Evaluation
Each day is closed on its own result. The cumulative result is the sum of those daily amounts, measured against the original investment.
06
Investment Discipline
The investment runs to the maturity date of the plan that was selected. The record is then closed, the final value is saved, and the status becomes completed.