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ID Capital uses both a macro-economic top-down overlay with a bottom-up approach to stock selection.
Our team acts only on high conviction ideas based on rigorous research using both quantitative and qualitative analysis.
We continuously review our investments.
We believe financial markets are mostly efficient, so finding true alpha is rare and resource intensive. Generalist knowledge is ineffective, and we therefore believe specialised skill and insight is required in any specific investment theme or opportunity area to achieve excess returns.
Our funds follow a core–satellite structure, where the core provides stability while the satellite allocation is dedicated to high-conviction, alpha generative positions.
ID Capital believes that long-term investment success is driven by discipline, diversification, and effective risk management rather than short-term market timing. The investment process follows a structured framework: define outcomes, determine asset allocation, select managers where applicable, construct portfolios, and monitor and rebalance as required. All decisions are made through a disciplined and repeatable process overseen by the Investment Committee.
In today's data-driven world, we harness the power of data analytics to uncover valuable insights and trends. Our investment decisions are informed by a deep understanding of market dynamics, supported by comprehensive data analysis.
At the core of our investment philosophy lies a rigorous fundamental analysis process. We delve deep into the financials of potential investments. This bottom-up approach allows us to identify undervalued assets with strong growth potential.
We maintain a style-agnostic approach, allowing us to capitalize on opportunities across various investment styles and sectors. However, we consistently seek out companies with sustainable competitive advantages and healthy balance sheets. This quality overlay acts as a filter, ensuring that only the most promising opportunities make it into our investment universe.