Process Overview
Our process starts with idea generation up to and including the potential securities available for investment.
The aim is to assess markets for themes and securities for investment with the potential for asymmetric returns.
Idea Scanning
- Key leading indicators.
- Private investor activity (venture capital & private equity).
- IPO trends.
- Speculative / non-mainstream investment discussions.
- Industry working-group participation.
- Asymmetric return opportunities.
Assessment
- Gathering insights – quantitative and opinions.
- Reviewing the medium-term return versus risk.
- Assessing accessibility and viability of instruments.
- Confirming a theme can adequately be researched, substantiated, explained, monitored, and reviewed.
Theme Selection
- Proprietary thematifive© criteria applied.
- Underpinned by strong underlying trends, enhancing predictability of outcomes.
- Medium-term storyline and investment case – not a short term hit and not too long an opportunity cost.
- Valuation basis and the key risks should be clear and measurable.
- Asymmetric gain potential, and investment accessibility.
Tracking and Review
- Continuous data- and metric- based monitoring.
- Reviewing of market positioning and market conditions.
- Assessing expected outcomes versus expectation.
- Periodic revisiting of investment case.
- Consideration of exit basis and timing.