| Guideline |
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Example(hypothetical) |
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What are the upcoming catalysts to trigger a move in the price
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Collaboration between fundamental and tactical trading
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1
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Research analyst comes up with a forecasted stock chart (3-6 months time horizon) based on upcoming
by events
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What is our optimal position size taking into account the valuation, estimated upside/downside, liquidity, correlation to other names in the portfolio ?
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Deep analysis on Index & investor ownership exposure
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1
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local buyers, foreign buyers and mutual funds
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2
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Short interests, custodian levels and stock borrow analysis
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3
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Trackiing key technical levels for markekt and hedge fund stop/loss and buy program trigger points
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4
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Monitoring the historical correlations for each securities momentum and exhaustion levels
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 |
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| Guideline |
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Example(hypothetical) |
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Tom's personal War Chest on Asia Markets
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Over 15 years covering Asian markets and Asia/US Technology and industrial companies
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Everything begins at a theme leval and followed by thorough fundamental modelling and stock level analysis of the potential securities and supply chain linked universe
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Depth of coverage in product life cycles,product launches, seasonal and cyclical aspects and market share winners and losers in prior periods
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MMA carefully examines the positioning and liquidity levels for portfolio entry and exit using our internal upside/downside pricing discipline
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knowledge of the Asia companies and Management Teams that dates back to their IPO
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The key is to remain agnostic, contrarian, opportunistic and price disciplined versus a one directional investment strategy that follows the crowd.
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Thorough analysis of the upstream/downstream dynamics of the Asia supply chain
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Porprietary Consumer Spending Models
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