!

Investment Management Strategy

Many investors and advisors you’ll meet have a core set of products that they offer their clients. These products were created by unseen investors hidden far away, and you never have the chance to meet those analysts, or understand why they made the decisions they made.

We have a slightly different approach to investing.

Here at KCI Asia Limited, you work directly with the team making the investment decisions and recommendations. Since we aren’t beholden to a larger financial institution, we are free to focus strictly on your investment needs.

 

Tried and Proven Investment Management Philosophy

Our investment management philosophy is strongly rooted in fundamental analysis, coupled with a strict adherence to client investment policy statements. We are bottom-up investors and believe investing in companies with robust fundamentals, solid core businesses, dependable management teams, and strong free cash flow.

We manage risk by only purchasing companies trading at reasonable valuations, and we do not chase fad or momentum names. Lastly, we do not believe in market timing as a viable strategy. Ultimately, we believe that the greatest rewards exist when improving fundamentals are not reflected in the current market valuation of a business.

An Evolving Approach

While our philosophy has remained unchanged for over 13 years, the process by which we execute that philosophy evolves. For example, technology now gives us access to data at our fingertips that—historically might have taken days and weeks to analyze. Combining this data with our particular perspective on investing helps us identify opportunities.

KCI Asia Limited

Ideal Investments

We identify ideal investments based on four key attributes. We want to invest in companies:

  • That have a unique competitive advantage;
  • Have high or improving, normalized returns on capital;
  • Have the ability to generate significant free cash flow over a market cycle;
  • Where growth is funded internally.
Non-Ideal Investments

Conversely, we avoid companies that are difficult to understand, have highly leveraged balance sheets, are acquisition driven, or whose market share is declining.

 

PERFORMANCE EXCELLENCE

Guided by an investment process that has produced consistent performance, we aim to maximize risk-adjusted returns. We report performance in easy-to-understand annual reports that include dollars, percentages, and relationships to industry benchmarks..

PROFESSIONAL INTEGRITY

We act with a strong sense of personal accountability to our clients. We do not earn any commissions on the investments we utilize. This allows us to choose the best possible investments for you without being constrained by commission concerns.

OUR SERVICES

Whether your goal is growing your portfolio or providing income in retirement, we consider your risk tolerance, time horizon, liquidity needs, and current market conditions when crafting a custom-tailored portfolio to meet your needs.
.