Kinetic Investment Partners - Investment process

We build a diversified portfolio of around 30 to 70 small cap shares using our thorough process.

Identifying the opportunities. There are over 700 companies in our investable universe. Our team follows a strict regime to find investment opportunities within this universe. By reviewing a broad range of shares with a rigorous identification process, we can uncover hidden opportunities.
Fundamental research. There are four primary areas of research: management and strategy, key drivers of a company, industry structure, and catalyst for change. Company interviews represent the primary source of internal research. As such, we undertake a large number of company visits and engagements with company management.
Portfolio construction. The weight of each stock is determined by considering fundamental research, risk/return trade off, the investment's liquidity, and the market capitalisation of a company.

Risk management. Risk management is applied at a stock level and operates around the risk/return principle: that the portfolio will be rewarded for the proportion of risk taken.