About us

Our investment objectives vary with investment vehicle and investor types. However, the core objectives are to generate optimum return on investment, minimize downside risks, maintain required level of liquidity and achieve meaningful diversification for the investors. The process starts with setting up investment objectives and then flows through steps including setting up capital market expectations, selecting asset allocation approach, formulating suitable portfolio strategies, implementing the portfolio, monitoring the portfolio management process, performance evaluation and reporting. The portfolio construction process starts with interpretation of the current market and economic conditions followed by setting up portfolio strategy, evaluating and identifying the securities and position sizing, trading, monitoring, and rebalancing. 

We have a preset investment universe with a number of securities that have been already screened based on some critical area including high quality fundamentals and strong corporate governance. Stocks are then shortlisted from the universe based on their current investment attractiveness. Since the core objective is to identify mispriced securities, sound fundamental stocks trading at deep discount get the top priority. Through equity research, the securities are evaluated and then selected for the portfolio. 

Buying and selling disciplines include strategies that aim at achieving objectives such as minimizing both implicit and explicit trading costs, getting good deals in the block market, executing critical trades without leaking information, allocating trades in a manner so that best execution is ensured, complying with CFA Institute Code of Ethics and Standards of Professional Conduct.

Macroeconomic and top-down factors play perhaps the most important role in the firm’s portfolio management process, even though the firm follows a hybrid between top down and bottom-up approaches. Portfolio strategies are set up based on the interpretation of current macroeconomic and market conditions. The stock picking is heavily influenced by the interpretation. The firm doesn’t follow any quantitative investment approaches. We only follow fundamental based value investing.

Our values,

• People first: maintain a great workplace environment where people are inspired to deliver their best.
• Diversified portfolio: minimize prtfolio risks with diversified financial products that satisfy investors with different investment.
• Optimum returns: optimize long-term return of our shareholders’ balancing between risk and return while being responsible to the economy and society at large.
• High productivity: serve clients as a dynamic and effective organization.
• Strong foundation: invest in fundamentally strong stocks, not speculative ones and therefore work as a strong proponent of efficient capital market in Bangladesh.
• Knowledge centered: share knowledge about the market efficiency and market insights

Our philosophy in a nutshell,

We follow fundamental based Value Investing philosophy. The core of the philosophy is to identify mispriced securities of the businesses with economic moat, i.e., sustainable competitive advantages. The process involves rigorous macro and equity research, which ensures that the identified businesses have high quality corporate governance.