Public Equity
strategies

PIPEs
INVESTMENTS

FIXED-INCOME &
MULTI-ASSET

PORTFOLIO
MANAGEMENT

DIGITAL ASSET
PLATFORM

OUR PRODUCTS

MOMENTUM

THE PIPES PORTFOLIO (PRIVATE INVESTMENTS IN PUBLIC EQUITIES): is designed to unlock value and drive strategic momentum by targeting publicly listed companies with transformative potential. Leveraging rigorous fundamental analysis and structured investment frameworks, the strategy aims to deliver superior upside through active engagement and value-enhancing opportunities.

1

MACRO ANALYSIS

Tracks GDP growth and inflation to gauge economic direction Identifies sectors with momentum for investment alignment

2

SCREENING

Uses a proprietary system to rate stocks on a 0 to 100 scale Selects winning stocks that score above 80

3

RISK EVALUATION

Targets investments that offer high returns with favourable risk metrics Allocates 5% to 20% of portfolio to individual stocks to manage risk effectively

4

COMMITTEE

Weekly meetings to decide on potential investments Decisions are based on thorough analysis and screening outcomes

5

OPTIMAL TIMING

Employs technical indicators like RSI, MFI, and moving averages for timing investments Aims to pinpoint the optimal moments for strategic investments

6

REBALANCING

Regular portfolio reviews to ensure alignment with market conditions Adheres to strict benchmarks & scoring principles for consistent evaluation and risk management

PIPES

THE PIPES PORTFOLIO (PRIVATE INVESTMENTS IN PUBLIC EQUITIES): is designed to unlock value and drive strategic momentum by targeting publicly listed companies with transformative potential. Leveraging rigorous fundamental analysis and structured investment frameworks, the strategy aims to deliver superior upside through active engagement and value-enhancing opportunities.

Opportunity Identification

We initiate our investment process with a fundamental and technical screening of public equities across key markets, supported by in-depth intelligence gathering, regulatory filings review, and an evaluation of trading patterns. This is followed by rigorous financial health diagnostics, management quality assessments, and franchise benchmarking within the industry.

Engagement Planning

Upon shortlisting potential targets, we develop a bespoke engagement strategy to unlock value and improve performance. This includes identifying operational or governance gaps, assessing leadership responsiveness, and mapping potential paths to board representation or minority influence.

Position Execution

Value creation is catalyzed post-investment through active signaling to the market and collaborative engagement. Depending on the scenario, this could range from subtle visibility strategies to more involved governance or structural changes—each designed to unlock re-rating potential.

Value Realization

Our entry is executed discreetly—primarily via block trades—with the aim of building an initial position within three months. We engage constructively with management and the board, progressively increasing our stake and diversifying exposure, while closely monitoring risk factors and performance triggers.

Exit Strategy

Exits are tactically timed to maximize returns, typically triggered by valuation re-rating, predefined risk thresholds, or a shift in the original investment thesis. We execute via block trades, staged sell-downs, or secondary market disposals.

RISK MANAGEMENT

Modern Slider

1

Strategic Asset Allocation: We carefully calibrate asset class weightings.

2

Inflation-Aware Planning: Our models incorporate inflation forecasting.

3

Cost Efficiency: We manage expenses with precision.

Governance & Oversight Framework

A Robust Governance Structure

Asset Management