STRATEGY

Strategy

Highlights

Mid-Cap Global Equity



Mid-cap companies are at a risk-reward sweet spot. Strong enough to weather adverse events, small enough to foster creativity and bring innovation to reality 

Rigorous Research

High Conviction

DIKIWII Approach: harnessing the data chain in order to develop insight and  orient our influence and measure our impact (data, information, knowledge, insight, wisdom, influence & impact).

Sustainable Fundamental Investing

Investing in resilient and sustainable business models and corporate culture by looking behind financial statements and beyond corporate boundaries.

Quality Across the Value Spectrum

Value creation can spring from various sources. Removing the investment style barriers unlocks many value-add levers in a portfolio.

Structured Process

From idea generation to portfolio construction

Unstructured and extra financial data

Fundamental analysis means putting financial performance into context. Having a holistic view of a company leads to better informed investment decisions.

Rulebook and codification

Experience-driven rulebook drives discipline across investment chain, and minimizes biases. Translating insight into conviction provides integrity around portfolio construction.

Investigative journalism

Companies are about people. Understand how business works and what drive team members provide insight about business decisions and human behaviour.

Alpha safeguarding

Ensure active research generated alpha is protected along our investment process.
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