INVESTMENT PHILOSOPHY

ValuAlliance is a fundamentals-driven investment manager that combines bottom-up and top-down approaches to identify investment opportunities in different asset classes.

This means we:

• Seek out assets and securities trading at prices below their intrinsic value in order to capture a margin of safety we consider appropriate.
• Are often contrarian to the general sentiments in the capital market.
• Will not make unrealistic assumptions on future prospects of companies we evaluate.
• Will not take a passive approach to constructing and managing the portfolio.