Asset and Security selection process:

                                                                 F. R. A. M. E.

Filter

We ascertain potentially attractive and suitable investment ideas from our various software platforms.

Research

We research the macro/sector landscape to estimate the potential risk or return metrics in entering a particular asset class and/or security based on a top down (economic/sector conditions).

Analyze

We analyze the fundamental and technical aspects (bottom up-asset-company specific) of the asset class or security to gauge the prudence of the short, intermediate and long term outlook in participating in the specific asset or individual security.

Once the asset class or security has cleared the initial phases, capital is then deployed into the idea. However, that is where the work begins as we continue to monitor on an ongoing basis the risk and return metrics in continuing participation with the asset class and/or security.

Once the risk/return metrics become either unfavorable or it makes sense to take a measurable profit from a favorable outcome, the position will then be either fully or partially sold.