Investment Process


Investment Process

Investment Style

SKFM’s key investment style includes a combination of the following:

Market Trading: Momentum on value: Long/Short investing in liquid stocks for short-term gains.

Focused Value Investing: Aiming for medium term performance through investing in undervalued stocks or shorting overvalued shares.

Strategic Investing: Investing strategically in a narrow group of companies for long-term performance, friendly activist.

Stock Selection

Stock selection for both long and short positions is determined by a matrix of parameters including quantitative ratios and valuations such as price-to-adjusted net asset value, price-to-book value, price-to-earnings per share (PE), PE to earnings per share growth, discounted cash flow valuation, and dividend yield; as well as qualitative factors such as assessment of management competence, direction, and integrity. The Manager also pays close attention to market sentiment and may trade in and out of any position to capitalize on price fluctuations.

DISCLAIMER : The past investment performance of its shareholders shows a successful track record with this strategy which provides a solid basis to achieve this aim. However, past performance is no guarantee of future success, and investments in funds and stocks always carry a risk of falling as well as rising. Before investing in any of SKFM’s funds you are required to read and understand all offering documents including the relevant prospectuses, brochures and agreements. This website is for information purposes only are not intended to provide specific individual advice including, without limitation, investment, financial, legal, accounting or tax. Please consult with your own professional advisor on your particular circumstances and any interested parties should contact SKFM for further information.