Investment Philosophy

We conduct active asset management with a focus on quality companies.

Kavaljer focuses on active asset management with a particular emphasis on quality companies, making us a natural choice for long-term investors seeking good risk-adjusted returns.

Active Management
Our investment strategy is active and independent of any index. We select stocks based on our own in-depth analysis and belief in each company’s future return potential, rather than following an index. This gives us the freedom to create portfolios that we believe have the greatest potential to deliver strong results over time.

Advantages of Smaller Companies
We invest in both large and small listed companies. Smaller companies often offer greater growth potential, as they have more room to grow and are less covered by the market. This can give us the opportunity to discover hidden values and create higher long-term returns for our clients.

Defining a Quality Company
For us, a quality company is one that has shown stable growth in revenue and profits over a long period and has sound financials. We also place great emphasis on the company’s management and board, and their ability to run the business with a focus on creating value for shareholders.

Our Approach
Our investment process is based on thorough analysis and a careful selection process. We review the company’s historical performance, financial stability, and the competence of its management. Through our approach, we ensure that our investments are sustainable in the long term and can provide competitive returns over time.