This is a focused portfolio of around 30 stocks selected using fundamental analysis with AI and machine learning inputs. The fund is always fully invested in global equities, with a maximum position size of 5% in seeking to reduce exposure to volatility or corrections in highly concentrated stocks.

Our proprietary AI and machine learning tool analyses thousands of stocks and over 60 data points daily to filter the universe, make buy and sell recommendations and inform top-down asset allocation by the managers. The managers assess the case behind the model’s recommendations and use its signals to help time actions, but they can only buy a stock if the system has first recommended it. Sell recommendations are actioned without question.

Our approach aims to manage risk and remove emotion from the decision-making process whilst ensuring human judgment and experience continue to drive returns.