GLOBAL EQUITY ASSET MANAGEMENT

Long only, globally diversified equity portfolio manager, seeking to match the index return, but more importantly protect on the downside by owning high quality, high moat companies run through our various proprietary quantitative/qualitative/historical/political/geopolitical filters. We use various investing strategies, including traditional value investing, deep value, growth, GARP, momentum and various thematic and event driven strategies.

Our investment horizon is +20 years, more akin to a sovereign wealth fund or pension funds. Volatility is not risk, we view the stock price(s) as a buoy floating on the sea, with it’s various up and down vagaries/gyrations, dependent on overall short/medium term weather outlook or market sentiment, whether it’s tranquil summer seas, or winter storms (panic). In our view, the only risk is permanent capital loss or our companies going bankrupt. Nothing lasts forever, but in the words of Buffett: “our favorite holding period is forever”. Know what you own and why you own it.

Position entries are timed using technical analysis, as well as using short term sell offs/market dislocations to build sizing. The fund is solely managed by yours truly and was launched in the second week of March 2020, ‘the moment of peak fear’ at the height of the Covid panic.

Annualized performance since inception.

2020    57.4%
2021    28.6%
2022     -7.2%
2023    14.6%