The Lens of

• Awarded fund managers (top decile in the blend category over three and five years).
• Strong focus on risk-adjusted returns delivered over decades
• Hybrid investment approach. Combining fundamentals & technicals (Good Story & Good Chart)
• Offering customized research offerings with a differentiated view (fundamentals & technicals)

Harmonizing Fundamentals and Technichals for a Holistic Investment Strategy

Tailored investment insights for discerning Family Offices and Wealth Managers.

INVESTMENT COMMITTEE AS A SERVICE

Weekly Market Update Calls

Incorporating our ‘Good Story, Good Chart’ Philosophy: Get a week’s worth of market insight distilled into a concise 30-minute call. Stay ahead, informed, and empowered.

• Market Drivers
• Key Risk Catalysts, Things to watch
• Earnings Highlights
• Pivotal Technical Levels such as support and resistance

INVESTMENT COMMITTEE AS A SERVICE

Weekly IC Calls

Stay ahead with our ‘Good Story, Good Chart’ Philosophy during our weekly Investment Committee Call. In a focused 60 minutes, we delve into stock ideas, sector strategies, thematic investments, and tackle what’s most pressing on your agenda. Turn insights into actionable strategy.

• Stock Ideas
• Tactical Sector Calls
• Thematic Ideas

INVESTMENT COMMITTEE AS A SERVICE

Monthly IC Calls

Navigate the macro landscape with our ‘Good Story, Good Chart’ Philosophy. In our big picture discussions, we guide you through overarching market themes and help you strategize with confidence.

• Market Big Picture
• Macro Themes and Drivers
• Tactical Asset Allocation