OUR INVESTMENT PHILOSOPHY
& STRATEGY
We are a value investor focusing on sustainable growth and strategic relationships.
Strength
Experienced professional team with diverse capabilities
Extensive and superior global network
Strong and established track record of successful investment
Extensive access to capital allows us to act decisively and rapidly on opportunities of interest
Investment Philosophy and Strategy
We believe that:
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Capital markets provide opportunities for sophisticated investors to generate superior returns.
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Long-term investing offers opportunities for enhanced rewards.
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Sound diversification of assets and exposures builds resilient portfolios.
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Active selection of individual investments can outperform passive strategies in areas where we have a competitive edge.
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Taking on risk is necessary only when adequately compensated.
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Strong corporate governance, accountability, and disciplined risk management enhance returns while maintaining appropriate levels of risk.
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Our total fund investment strategy is structured to deliver a well-diversified, resilient portfolio that maximizes sustained, long-term returns without incurring undue risk.
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We have adopted a pension fund-style, top-down asset allocation approach, designed to withstand diverse market and economic conditions. Our investment scope spans traditional and alternative asset classes, including but not limited to public equities, fixed income, private equity, real estate, and hedge funds.
When structuring the portfolio, we:
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Maintain a long-term perspective
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Assume an appropriate level of risk to benefit from economic growth and other return drivers
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Select asset classes and investment strategies with distinct return and risk profiles
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Invest strategically as economic and market conditions evolve
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Leverage the expertise of experienced investment professionals from around the world
Risk Management
At North Horizon, our risk management framework is built on a strong risk culture, a well-defined risk appetite, and the extensive expertise of our team. We foster a risk-aware environment where informed decision-making is encouraged, and clear risk ownership is upheld across all levels.
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Our medium-to-low risk appetite supports our goal of capital preservation and sustainable growth. Our team comprises seasoned professionals with significant experience in both buy- and sell-side risk oversight and quantitative risk modeling. Together, we are implementing a comprehensive risk management framework covering all asset classes—equities, fixed income, and alternative investments.
Through ongoing monitoring, stress testing, and scenario analysis, we ensure that our portfolio aligns with our risk tolerance, allowing us to manage risk proactively and deliver long-term value to our stakeholders.