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PROCESS
Long term compounding is like mountain climbing
To achieve that, we have a clear process
Unified investment process proved to be a much better way of team-work
Sectors and regions we think would have such opportunities
We ask how to achieve long-term competitive advantage
IRR and Confidence level would lead us to positions
We use mathematics to optimize a suitable position weight for the fund
Mull over various scenarios and keep tracking
Our proprietary model to include databases and models
Engineering the process
Currently more than 2000+ version of continuously updates and renovation
We are learning product management and team working from tech companies
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