At MayTech Global, we set ourselves apart as an asset management firm by focusing on global wealth. Our focus is on industries with large addressable markets that are undergoing change and we look at the big picture when it comes to portfolio building.
In this blog, you’ll learn what makes our investment strategy unique and how you take advantage of it.
Investment Thesis and Strategy
Our global investment management firm capitalizes on four key forces:
- Accelerating advances in technology
- Emerging consumers
- Demographic shifts
- Regulatory changes
Our focus on these key forces means that our investment style is a Global All-Cap Growth, with our research approach being Bottom-Up and Fundamental. Our unique approach allows us to see with broader vision when it comes to portfolio building.
Additionally, our strategy allows us to identify companies with a strong competitive position and defendable economic moats that are best positioned for future success. As a global asset management firm, our understanding of the general direction of technology and the company’s competitive position not only differentiates our investment strategy, it also gives our portfolio management long-term discipline that lets our winners run as long and as hard as they can.
Our Research Process
Upon identifying a potential investment, we perform a thorough fundamental analysis. This allows us to ascertain its potential profitability, balance sheet strength, and the predictability of cash flows, to name a few. We then develop a valuation model that takes into account our unique understanding of growth, which allows us to arrive at a target price.
Once there’s a consensus on the aforementioned long-term potential of the idea, we start with a 2-4% position and let it grow and shrink, depending on what our conviction dictates.At MayTech Global, we analyze the industry structure and competitive environments and identify companies on which to focus. You may learn more about our unique investment strategy by contacting us at (212) 899-2730 for more information on our global growth and wealth management services. We are a global asset management firm based in New York City.