Investment Strategy

The Fund is committed to using a long-term value investing strategy to invest in stocks that are currently valued below their intrinsic value. Intrinsic value is calculated using both the discounted cash flow valuation and relative valuation approach. For each stock, we conduct technical analysis and fundamental analysis. On top of using a value investing approach, we will also be taking a bottom-up approach where we will begin with the individual asset and then work towards the economic outlook. 

Investment Policy

For information regarding the Investment Policy of TWU SMIF, including: 

• Required Size, Stage, Profitability, Credit Rating, Corporate Governance, and Social Responsibility of Investments

• Asset Allocation

• Portfolio Requirements

• Permitted Investments

• Investment Performance Standards

• Portfolio Monitoring and Reporting

• Asset Valuation

...or any other matters related to Investment Policy or Strategy, please contact us at twusmif@gmail.com to request a copy of our TWU SMIF Investment Guidelines and Policy.