Investment Methodology

Our Philosophy

The Foundation of our Investment

01.

Investment philosophy

• Creating a positive impact which integrates moral values and socio-economic justice. Our goals are not merely materialistic but a balance between the financial and spiritual need through incorporating ethical foundations which are based on achieving a prospective and fair distribution of income and wealth amongst members, without negatively impacting society.

• Refraining from all forms of economic activities which are morally or socially injurious (e.g. Alcohol, Military, Riba/Interest, Pig products, Media/Audit, Tobacco, Gambling and Banks).

• Long only

• Fundamental and Qualitative Approach

02.

Investment Style and Approach

• Long only• Multi-sector strategy (including Australian Equities, International Equities,

• Multi-sector strategy (including Australian Equities, International Equities, A REITs, Alternatives, Compliant Bonds and Cash)

• Fundamental and qualitative approach• A blend of bottom-up (fundamental analysis) and top-down (thematic and macro topics)

• A blend of bottom-up (fundamental analysis) and top-down (thematic and macro topics)• We adopt an adaptive investment style, using insights from Value, Quality, Momentum (short-term & long-term) and Mean reversion (medium-term).

• We adopt an adaptive investment style, using insights from Value, Quality, Momentum (short-term & long-term) and Mean reversion (medium-term). • While there is a bias towards quality, we are looking for investments that exhibit an attractive combination of quality, value and growth attributes.

• While there is a bias towards quality, we are looking for investments that exhibit an attractive combination of quality, value and growth attributes.
Ethical investing with a Sharia-compliant overlay

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