Quam
 
     
  QAM  
  Our Team  
  Our Philosophy  
  Our Process  
  Investment selection  
  Portfolio construction  
  Products  
  Contact Us  

OUR PHILOSOPHY

OUR INVESTMENT PROCESS IS RIGOROUS, DISCIPLINED AND CONSISTENT. THE PROCESS EXECUTES THE INVESTMENT PHILOSOPHY

A good Philosophy is critical (Aristotle, Confucius, Marx) but is worthless without a carefully articulated Investment Process (literature, Chinese Imperial Civil Service, Politburo).

There are broadly five stages in any Investment Process that must be articulated and there are sub-plots within each stage.  The intention is to deliver a repeatable and acceptable investment performance over the agreed investment timescale.