“The rigorous fundamental analysis adhered to by a stock picker combined with the strict discipline of a Quant manager”
We have developed a systematic investment process encompassing all the processes followed by a "stock-picker" with the discipline of a Quant fund.
However, we wanted to remove the human emotional attachment from the investment process as this can cloud judgement, narrow the investable universe and force you to over look some investment ideas as you have a predetermined view of a company, management, sector or country.
The above is also true with regard to asset allocation within the fund. By starting off with a view of which countries you want to invest in and then deciding which sectors to invest in within those countries, you are, in theory, gambling that your ability to make these Macro calls will provide investors with the returns that they require even before you have picked the stocks and decided what weighting to attach to them within your portfolio. If you get these calls wrong at the start of your investment process, you are always going to be behind the curve when it comes to your performance.
We wanted to re-write how you approach your asset allocation, stock selection process and how it is implemented......Welcome to our MTM Disciplinαm Funds