Our Process

How we choose investments

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.

VALUATION

Forecast outlook and value the stock using appropriate valuation method.

INVESTMENT COMMITTEE APPROVAL

Seek external approval by the Investment Committee.

PORTFOLIO CONSTRUCTION

At the right price and time consider addition to portfolio.

REVIEW

Continually review stock valuations and portfolio structure.

HIGH CONFIDENCE