1. Personally Invested
We believe it is imperative for an Investment Manager to be personally invested in the managed Funds. Investing personal capital alongside our clients’ capital ensures focus on risk mitigation and upside potential.
2. Capital Preservation
Our investment process is based on capital preservation followed by generating positive risk-adjusted returns. We believe that limiting downside is a key ingredient to effectively compound investors capital over time.
3. Limit Assets Under Management
We limit the size of assets we manage to preserve optimal long-term investment returns. We view ourselves as being in the business of generating returns rather than gathering the maximum amount of assets to manage.
4. Research Organization + Independent Thinking
LionGuard is first and foremost a research organization. As such, we are on a constant quest for information needed to make the best possible investment decision. Internally, we strive for independent thinking and continuous improvement of our investment process.