Risk Management
Clear & measurable risk requirements throughout our investment process
Stock Requirements
Exclude all companies with excess debt
Minimal Leverage
Avoid investments that have binary outcomes
Avoid Binary Bets
Target companies with solid ESG credentials
Seek strong ESG
Avoid companies that are trying to fix a bad situation
Avoid Turnarounds
Trade the stock without impacting the share price
Seek Liquidity
Avoid companies facing secular headwinds
Avoid Headwinds
Limits on position weight based on stocks' risks
Position Size
Reduce exposure to riskier & losing positions
Stop Losses
Portfolio Requirements
Ensure not over exposed to any single country
Country Limits
Ensure not over exposed to any one region
Regional Limits
Ensure fund performance not driven by one sector
Sector Limits
Portfolio ESG rating must be superior to the Market
ESG Criteria
Allow up to 20% of fund in cash
Cash Limits
Adjust portfolio when severe macro risks arise
Active Management
Portfolio is liquid to enable active management
Fund Liquidiy