Botticelli Capital Partners
Our Process
Our investment process uses an exhaustive, fundamental research-based approach that reflects our solid investment experiences. Botticelli Capital Partners has capacity to offer customized investment services to institutional and qualified individuals in both domestic and foreign jurisdictions
We generate investment ideas from our daily research. We try to understand long-term growth prospect of quality businesses
For example, we find a newly emerging sector or established businesses adopting to a new entrepreneurial environment interesting
As our ideas are fleshed out as a genuine investment thesis, we debate whether to add them to our investment universe
Once new ideas are added to our universe, we initiate and maintain coverage of new names in the universe
Our team performs exhaustive, on-going fundamental research while factoring in diversification and volatility considerations
From the universe, we select the best of best ideas with highest capital appreciation potential to form our portfolio
Botticelli Capital Partners
Our Process
Universe
Screen stocks based on their market positioning and growth potential among other attributes
Narrow them down to a range comfortable for our coverage
Valuation
Build earnings projections and analyze fair present value
Analyze differential between the fair price and current price
Portfolio
Select our best of best ideas with highest appreciation potential
Monitor and balance the portfolio through exhaustive on-going research
Portfolio Structure
Four main categories of our stocks: primary, secondary, transition and anchor
Fully exposed to equity with a minimal cash position
Risk Control
Unemotional application of downside management tools
Undivided focus on quality and resolute monitoring of earnings
