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The Strategist's Mind

Investment Strategies
Identify sector opportunities appropriate for our investment time horizon. Different sectors or industries have varying potentials at any given point in time. Being able to identify growing sectors is important to capitalizing on investment opportunities.
Acquire positions in companies facing temporary problems. Many companies become undervalued because the market often overreacts to the temporary issues. We invest in companies that are still financially strong but suffering from negative media attention, because many investment opportunities emerge when investors overreact to temporary problems and cause valuation discrepancies.
Acquire positions in companies that have strong valuations relative to their competitors. Many fund managers have demonstrated a tendency to invest in whole sectors generally rather than individual companies. Because of this fact, many investment professionals tend to lack a full understanding of the critical success factors for particular companies.
Acquire positions in undervalued or under-researched companies. Typically, under-researched companies have better arbitrage opportunities because of less involvement by institutional investors.
Use time horizon based investment as a foundation. The use of time horizons for investors – even in hedge funds and mutual funds - has decreased noticeably. Our long-term perspective allows us to capitalize on opportunities created by the short-term investment horizon of other investors.
Risk Management
Compliment long investments with appropriate short positions and options to minimize fluctuations in the portfolio. The use of both short position and options increases the return-to-risk ratio of our investments factors.
Do not be fully invested when there is too much risk or low potential in the market.
Practice continuous revaluation and due diligence. It is important that we reexamine our investments frequently because of the multitude of factors that affect a stock's value.
Practice sell discipline.Having a sell discipline methodology helps reduce losses and capture existing gains. We will sell investments that have reached what we believe to be their maximum value, or if we have lost confidence in a company’s management, the industry’s risk has increased, or business conditions have changed substantially.