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.
Identify possible new stocks from the Investable Universe.
Validate the stock idea by analysis and detailed research.
Forecast outlook and value the stock using appropriate valuation method.
INVESTMENT COMMITTEE APPROVAL
Seek external approval by the Investment Committee.
At the right price and time consider addition to portfolio.
Continually review stock valuations and portfolio structure.