A Disciplined Process
Sunline follows a disciplined investment process. We permanently research and monitor the investment landscape across geographical regions and individual countries. We analyse the political and macroeconomic factors (e.g., inflation, interest rates and exchange rates), the performance of and investor sentiment towards different types of assets (bonds, equities, currency, commodities) and industrial sectors.
Valuation of securities
Scrutinise shortlist vs existing holdings:
Strength vs Weakness
Overvalued vs undervalued by the market
Time horizon
Execution
Buy securities with growth potential/balanced portfolio
Sell securities with weak performance/reach sell price
Continual monitoring &
adjustment of portfolio
Scrutinize performance and outlook for all holdings
Active investment in new opportunities
Global research
Regional outlook Asia vs rest of world.
Outlook for key countries
Macroeconomic factors
Political factors
Investment assessment
Identify a shortlist of potential securities:
Company shares
Government bonds
Funds
Focused analysis
Vertical sectors e.g., retail
Asset classes: bond/equities
Trend, risks, investor sentiment
Tactical asset allocation
Diversification
Regional balance
Fixed income vs growth
Currency exposure
Strategy
Weekly investment meeting
Identify: strong/weak markets, countries, sectors
Risk assessment