Knowledge

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DEEP RESEARCH FUND – INVESTMENT STRATEGY

The Deep Research Fund has a clearly defined, disciplined investment process.

Our research process starts with a proprietary quantitative model that screens the stock market universe for companies with cheap valuation, low financial risk and solid sustainability metrics. In a rigorous research process, we test the fundamentals of each company; 9 out of 10 companies fail our very first test.

This allows us to spend our time on focused in-depth research into new investments. Learn more about how we find our next great investment.

MSCI ESG Rating

DEEP RESEARCH FUND – RETURN ANALYSIS

Learn all about the return analysis of the Deep Research Fund

Returns can stem from the ex­pan­sion of a business, improved oper­atio­nal efficiency, smart capital allocation or trading at the right price. Find out where the fund’s returns came from.

Every year, we analyze the fund’s return to understand where it originated from and to see whether what happened corresponded with what we expected. In this section, we talk about each year’s return attribution. We show you how we break down the return into its components, such as revenue growth, change in profitability, valuation gains and losses, cash generation, etc.