Strategies
Strategies with a defined portfolio role
Public and private assets are selected for growth, income, inflation defense or crisis resilience.
Every sleeve must earn its place
We do not collect strategies. We combine return sources whose roles remain distinct across normal, inflationary and stressed markets.
| Strategy | Selection standard | Portfolio role | Primary risk |
|---|---|---|---|
| Global quality equity | Durable free cash flow, reinvestment runway and disciplined capital allocation. | Compounding growth | Valuation and crowding |
| Asia innovation equity | Foundry, automation and power-system leaders connected through supply chains. | Structural growth | Cycle and geopolitics |
| Investment-grade bonds | High-quality sovereign and corporate carry sized by duration and liquidity. | Income and ballast | Inflation repricing |
| Digital infrastructure | Contracted data, power and connectivity assets with secured grid access. | Inflation defense | Leverage and execution |
| Private credit | Senior secured lending with covenant protection and identifiable repayment paths. | Contractual income | Default and illiquidity |
Implementation rules
5%single issuer limit
20%illiquid asset limit
8%minimum liquidity reserve
Monthlyformal risk review
Public facts are linked to primary sources. Portfolio weights and return assumptions are illustrative.