Photo by  Omer Rana  on  Unsplash

Photo by Omer Rana on Unsplash

Risk Management

Our approach to risk management involves answering 3 questions on an ongoing basis:

Is the stock doing what it’s supposed to in the portfolio?

  • Constant narrative monitoring

  • Key stock breakout/breakdown level identification

  • Implementation of agreed trading strategies

Is there a risk of permanent loss of capital?

  • Watching for inflection points

  • Factor analysis to avoid over-extending

  • Regret minimax and tail risk analysis

Have we missed anything?

  • Regular risk reports

  • Momentum, correlation and liquidity indicators

  • Multi-factor scenario analysis

  • Segmented historical valuation

These 3 combine to build our risk management framework:

risk man frame (1).jpg

Read about our investment themes here.

Read about our investment process here.

Read about our mandate and risk policies here.