Investment Process

GC Score

An assessment of each company on the normative principles of the United Nations Global Compact, excluding companies which are in breach of Human Rights, Labour Rights, the Environment and Anti-Corruption.

ESG Score

A sector-specific analysis of each company’s performance on material ESG issues, with a calculation of a proprietary ESG score per stock. Companies outperforming their peers on these issues are more likely to display better financial returns.

Preferences Filter

A bespoke search tool that allows anyone to research how companies are compatible with their own personal values and preferences. The Preferences Filter offers selection tools based on the location, size, and activities of a company, together with business involvements and faith compliance.

G Score

We apply G Score, identifying companies that show continued growth and increased earnings.

F Score

We apply F Score, identifying companies that demonstrate strong balance sheets and cash flows.

Earnings Pressure

And we apply our unique earnings pressure measure, utilising the behavioural patterns of sell-side research analysts.

Stock Selection

A sophisticated portfolio optimization is applied to select the best combination of stocks that offer an expected superior risk adjusted return. 1,600 signals are analysed per equity to determine its individual strength and overall market momentum.

Asset Allocation

Our built-in risk management system dynamically allocates between cash and equity to balance exposure according to market movements.
“The value of investments can go down in value, as well as up, so you could get back less than you invest.  It is therefore important that you understand the risks and commitments.