Investment & Trading
Trading Strategy

Investment philosophy

Our proprietary trading desk combines deep sectoral knowledge with disciplined risk management to generate consistent, risk-adjusted returns across market cycles. We maintain a research-intensive approach with concentrated conviction in our core sectors.

Approach

Portfolio approach

Conviction-Based Positioning

Concentrated positions in high-conviction opportunities identified through proprietary fundamental analysis and deep sectoral expertise.

Risk-Adjusted Returns

Disciplined risk management framework with defined position limits, stop-loss protocols, and portfolio-level hedging strategies designed to preserve capital across cycles.

Multi-Asset Flexibility

Ability to express views across equity, fixed income, and derivative instruments to optimise risk-reward profiles across market conditions.

Global Market Access

Trading capabilities across major global exchanges with focus on liquid, institutional-grade instruments in developed and emerging markets.

Sectors

Sectoral theses

Energy

Structural underinvestment in traditional energy supply creates sustained pricing power, while the energy transition generates asymmetric opportunities in both legacy and emerging energy technologies. Our desk maintains active coverage across the full energy value chain.

Global supply-demand dynamics and inventory cycles
Energy transition infrastructure and renewable deployment
Carbon markets, pricing mechanisms, and regulatory shifts
Geopolitical supply risk premiums and sanctions impact

Emerging Metals

Accelerating demand for critical minerals driven by electrification, renewable energy deployment, and advanced technology manufacturing creates multi-decade secular growth opportunities with significant supply-side constraints.

Battery metals (lithium, cobalt, nickel) supply-demand imbalances
Rare earth elements and strategic mineral security
Copper and aluminium structural demand growth
Supply chain security premiums and jurisdictional risk
Risk Management

Risk framework

Position SizingMaximum single-position exposure limits relative to portfolio NAV, with tiered scaling based on conviction level and liquidity profile
Sector ConcentrationDefined limits on aggregate sectoral exposure to manage correlation risk across energy and metals positions
Drawdown ControlsSystematic risk reduction triggers at predefined portfolio drawdown levels with automatic de-leveraging protocols
Liquidity ManagementMinimum liquidity thresholds ensuring orderly position management across all market conditions
Counterparty RiskDiversified prime brokerage relationships with institutional-grade counterparties and regular credit assessment

Explore opportunities

Connect with our trading desk to discuss market views and investment opportunities.