Our strategy is fundamentally focused on increasing our investor’s investment while providing adequate liquidity to honour investor withdrawals and take advantage of market shifts. We believe that way, we shall remain relevant to our clients.

On equities, we typically invest in growth stocks: companies with high growth potential. We usually invest long-term. However, when there are fundamental changes which alter the dynamics of the companies we have invested in, we shall seek for opportunities to dis-invest. Our fixed income securities investments are mainly government or quasi-government issues, corporate bonds and money market instruments in both primary and secondary markets. Our goal is to achieve high yields while maintaining a certain desirable degree of stability and liquidity.

Discipline

We mainly buy growth stocks. If the stock has significant growth potential, we want to invest in it and see our Fund grow with the stocks.

Investments in fixed income are done with two objectives:

• For steady growth of our portfolio
• To ensure some level of liquidity

Liquidity guarantees that we can take advantage of opportunities in the market for higher yields which in turn drive overall return up.

Investments in other collective investment schemes (mutual funds, unit trusts, ETFs) are done with consideration of their constituent securities and asset allocations and in line with our decisions for equities and fixed income instruments.

All buy decisions are subject to the holding/exposure limits prescribed by the guidelines of the regulators, Securities and Exchange Commission (SEC) and National Pensions Regulatory Commission (NPRA).