Screen a wide universe of stocks based on in-house criteria.

Identify shares within the investment universe.

Evaluate stock risk using absolute and relative measures such as correlation, variance, covariance and standard deviation.

Determine the stock’s alpha and beta relative to the market.

Visualise variability of returns and risk via frequency distributions.

Regression analysis.

Analyse share price trends and cycles.

Evaluate share liquidity.

Evaluation of business model, financial structure and management.

Analysis of historical trends in key metrics such as revenue, EBITDA, profit margins and cash flows.

Determine intrinsic value using traditional measures such as Discounted Cash Flows and Relative Valuation.

Build diversified portfolio with a focus on capital growth with a bias towards low volatility of revenues and healthy balance sheet.

Manage risk with attention to sector diversification and share weightings.

Review investment rationale periodically to capture changes in fundamentals.

Rebalance portfolio were necessary.