Risk-CONTROLLED GROWTH STRATEGY

Overview

The Risk-Controlled Growth Strategy is designed for investors seeking long-term capital appreciation with a stronger emphasis on downside risk management. The strategy invests in equity securities of high-quality companies with resilient business models, aiming to participate in market growth while seeking to limit the severity of losses during periods of market stress.

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Strategy Philosophy

We believe successful long-term investing is not only about capturing upside, but also about managing downside risk. Avoiding large drawdowns can improve long-term compounding and help investors stay committed to their investment plan through different market environments.

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This strategy focuses on businesses with durable competitive advantages, stable demand, and strong financial foundations, emphasizing companies that can perform across economic cycles rather than relying on aggressive growth.

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Investment Focus

The portfolio emphasizes companies that demonstrate:

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• Established market positions and durable business models

• Consistent earnings power and strong cash flow generation

• Financial strength, including healthy balance sheets

• Products and services with steady, long-term demand

• Lower sensitivity to economic and market volatility relative to high-growth businesses

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These are companies we believe can provide growth potential while exhibiting more defensive characteristics.

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Portfolio Approach

The strategy is built through disciplined, company-specific analysis with an emphasis on quality, diversification, and risk awareness. Position sizing, sector exposure, and business stability are key considerations in portfolio construction.

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The goal is to maintain equity exposure while moderating portfolio volatility and drawdown risk compared to more aggressive growth strategies.

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Risk Perspective

Equity investing involves risk, including market volatility. This strategy seeks to manage those risks by focusing on higher-quality companies, diversified exposure, and businesses with resilient earnings profiles. While losses cannot be eliminated, the approach is designed to help reduce the impact of major market downturns.

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Objective

To deliver steady long-term capital growth by investing in a portfolio of high-quality, more resilient companies — aiming to balance equity appreciation with a disciplined focus on risk management and downside protection.