Our Investment Process
Our unique approach to constructive investing
The attributes of good investments are clear: strong cash generation, capable management, durable competitive advantages, earnings growth, and sensible valuations. In practice, the market rarely offers 'perfect' opportunities—so our process is built around understanding the trade-offs. It is flexible enough to respond to new information, rigorous enough to test detail, and grounded in how businesses and economies actually work.
Core Principles
Flexible & Dynamic
Our process responds to new information with agility. We maintain rigorous attention to detail while staying grounded in how businesses and economies actually function.
Science + Art
We integrate the science—fundamental analysis, economic research, data analysis, machine learning—with the art of investing: behavioural insights, sentiment, and pricing dynamics.
Risk-Managed
Risk management is the keystone of our approach. We understand trade-offs, test assumptions rigorously, and build diversified portfolios designed for robust outcomes.
Cloud-Native Research Infrastructure
We operate a proprietary, cloud-native research and data platform that powers our investment process. This infrastructure integrates fundamental data visualisation, dynamic risk modelling, and machine learning signals—giving our team the tools to research deeply and act decisively.
Our platform sits alongside a team culture of debate and constructive challenge. Feedback loops and performance analysis are built in to help us learn, reduce behavioural bias, and stay focused on delivering products that add long-term value for clients.
Man & Machine
Our investment approach deliberately combines human expertise with machine learning capabilities. We use machine learning to generate alpha-producing stock selection signals, while human judgement handles the nuanced interpretation of company fundamentals and macro-economic factors.
This partnership is enabled by the Rezco Alpha Cockpit—our portfolio manager workbench that integrates quantitative signals with fundamental research tools. It's designed to help our team make better decisions, faster, while maintaining the discipline our process requires.
See Our Process in Action
Explore our fund range to see how our disciplined process translates into investment outcomes, or get in touch to learn more.