Home > Why V&S > Investment Process
lients of V&S can depend on our well-defined investment process, tailored to deliver risk-adjusted returns. Our strength lies in this rigorous procedure that has been time-tested and refined over the past 8 years.
Idea Generation
- Using our proprietary quant model, we track the financial results of all candidate companies on a quarterly basis
- Our experienced professionals boast a strong network of industry seniors & executives, fully leveraging relationships with CEOs & business owners whenever necessary
- Our industry knowledge is always kept up to date, through various conferences, newsletters and reports
Idea Analysis
- Before committing to an investment, our team conducts extensive interviews with competitors, suppliers, customers, and industry consultants to develop a long-term perspective of the company
- Our conservative valuation method allows us to pick out stocks with a steady margin of safety
- Scenario/liquidity analyses are performed to assess the feasibility of an investment
Idea Refinement
- Tested ideas are then included in our comprehensive model portfolio to allow better monitoring for catalysts and trade timing
Idea Execution
- Trade executions are based on technical & flow/volume analysis
- Though we maintain a long-term approach, we will actively adjust our position in the case of any foreseen/persisting risks (e.g. cash portion)
Exit
- Exit once share price reaches fair value
- Our positions are closely monitored and subject to reevaluation if its performance does not meet our standards
