Our Process

Repeatable, scalable, transparent and adaptive.

We have an end to end digital process. Our data comes in at scale, is cleaned, decorated and then stored in a proprietary data lake. We forecast our investment universe by leveraging our data lake and building portfolios, with risk management happening on a real-time basis. We then generate all of our reporting which is made available to our clients.

End-to-End

Five Steps

1

Data Collection

We ingest data from a wide range of sources — vendor-supplied feeds, public filings, news outlets and proprietary scraping pipelines — ensuring breadth and timeliness across our investment universe.

2

Data Loading

Raw data is cleaned, normalised and loaded into our proprietary data lake, a blend of object storage, document databases, relational databases and graph databases designed for both speed and scalability.

3

Forecasting

Our AI and machine learning models process the enriched data to generate forward-looking estimates of company intrinsic value, sentiment trajectories and thematic exposures.

4

Portfolio Construction

Forecasts feed into a systematic portfolio construction engine that balances expected returns, risk budgets and position sizing constraints to build concentrated, high-conviction portfolios.

5

Risk Management

Portfolio risk is monitored in real time across a wide collection of factors. We use stress testing to minimise portfolio impact in extreme scenarios and continuously review intended versus unintended exposures.

Our entire process is secure. Data is encrypted both in transit and at rest, with the human element also fully secure.