We describe ourselves as MOSAIC in our approach to investment selection, discerningly choosing the best of everything to create a comprehensive solution. We are open to everything and predisposed to nothing.
LOW CONFIDENCE
IDEA GENERATION
Identify possible new stocks from the Investable Universe.
DETAILED ANALYSIS
Validate the stock idea by analysis and detailed research.
Added to Watch List or;
Rejected of not suitable
VALUATION
Forecast outlook and value the stock using appropriate valuation method.
Continue to monitor or;
Rejected if not suitable
INVESTMENT COMMITTEE APPROVAL
Seek external approval by the Investment Committee.
Continue to monitor or;
Rejected if not suitable
PORTFOLIO CONSTRUCTION
At the right price and time consider addition to portfolio.
Rejected if not suitable
REVIEW
Continually review stock valuations and portfolio structure.