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Portfolio Building Process

Stock Risk


•In-depth due diligence – site visits, peer group comparison, ground check

•In-house checklist with 75+ variables to ensure all information is present

•Ensures Research discipline is maintained as no company can be made BUY if not researched


Concentration Risk


•Spread of weights decided only post thorough research and valuation is assessed.

Rating Discipline

•Stocks rated “SELL” cannot be advised to BUY until revised or are advised on short to medium term.

•Complete record is maintained of recommendations except some given at media appearances which are not rated.


Compliance Assessment


•Monthly reviews

•Annual Updates

•Peer reviews

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