How we invest

A Deep Dive into Our Research Process

At Intuitive Alpha, meticulous research from the very constitution of our investment journey. It helps us uncover innovative and disruptive companies in our target segments. Here are the key steps of our investment research process:

Idea Generation

Sourcing high-quality investment ideas through macroeconomic analysis. industry trends, and leveraging networks and partnerships.

Top-Down and Bottom-Up Research

Examining macroeconomic factors and trends (top-down analysis), as well as analysing individual company fundamentals, management quality, and competitive advantages (bottom-top analysis).

Qualitative & Quantitative Research

Assessing non-financial factors like governance, innovation, and leadership (qualitative), as well as using financial models to analyse the company valuations and long-term growth potential (quantiative).

Portfolio Construction

Building a diversified portfolio across sectors and regions to capture growth opportunities while ensuring balanced exposure.

Monitoring and Active Management

Tracking performance, staying updated on industry trends, and adjusting positions as needed to optimise returns.

Exit Strategy

Having clear exit strategies based on valuation targets or changes in the original investment thesis to maximise returns.

But what about the downside?

How we mitigate risks.

Qualitative Assessment

We prioritise companies with strong leadership, market positioning, competitive advantages, and adaptable business models for success.

Valuation Discipline

Our team carefully analyses financials and future growth potential, ensuring that valuations awarded reflect a solid risk-reward balance.

Geographic Focus

Our portfolio is diversified across developed and emerging markets, helping us capture opportunities while spreading risk geographically.

Sector and Market Trends

We track macroeconomic movements, industry shifts, and regional dynamics to invest in companies that are leading or poised to gain market share.

Diversification

To further manage risk, we diversify our portfolio across multiple sectors and asset classes, providing a balanced approach to risk management.

Ongoing Monitoring

After making an investment, we continuously monitor both internal and external market factors, to reassess and adjust our risk exposure.

The only winning strategy is to keep changing.

We evaluate the markets 24/7. going through 1000s of
parameters using a combination of automated tools and manual human expertise. When the opportunity is right, we strike to make an entry or exit, just like a hawk..

Looking to diversify your investments?

Schedule an appointment with our team to have get expert guidance on adding high-growth investment avenues to your portfolio.