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KAM's approach is opportunistic and indifferent to sectors, industries, market capitalisation, countries and benchmarks.
KAM has (and will retain) a small and tightly-knit investment team. We do not attempt to cover every company in the world but rather focus on only those few that meet our stringent valuation criteria. This tightly managed process fits well within a process of identifying a small number of stocks and gathering the requisite information on these companies to have high confidence in our investment decision.
We scan 100’s of companies and researches 10’s of companies for every company purchased.
KAM consider investment management as a disciplined process and follow five distinct phases in managing capital:
- Idea Generation
- Research (Due Diligence)
- Portfolio Management
- Buy Discipline
- Sell Discipline.
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