Philosophy.
Our investment philosophy is underpinned by three core principles, each deeply embedded in extensive research and practical experience. Through these principles, we are committed to generating sustainable, long-term value for our investors.
1. Fundamental Investing
We anchor our investment strategies in robust economic theory and thorough analysis. This disciplined approach, reminiscent of historic strategies ensures our outcomes are not only successful but also repeatable. We focus on understanding the fundamental drivers of security prices to inform our positions, both long and short, optimizing the balance between potential gains and risks.
2. Systematically Applied
The backbone of our operations is a disciplined, systematic methodology. The Someo Park investment process has been refined over years through a relentless cycle of design, refine, test, and repeat. This methodological rigor ensures that our strategies are executed with precision and adaptability, aligning closely with the dynamic nature of financial markets.
3. Thoughtfully Designed
Our portfolio construction, risk management, and trading practices are crafted with meticulous care to add value for our clients consistently. We use a combination of qualitative insights and quantitative tools to scrutinize every aspect of our investment process. Inspired by the sophisticated approaches of historical market players, we engage in strategies that naturally balance positions, reducing exposure while seeking to exploit market inefficiencies.