For clients
Client Login
Sign in to see your statements and documents. Moneybee sets up each account.
Our Philosophy
Core Philosophy
We find top performing medium size businesses with potential to grow better than index funds.
Undiscovered
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Under-researched
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Under-estimated
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Our philosophy
Undiscovered.Under researched.Under estimated.
Fundamental driven
We study the numbers and the operations before we buy. The business decides, not the sector.
Long term value
We invest as if we were buying the whole business, and let it compound over years rather than quarters.
Outperform benchmark
We aim to beat the benchmark steadily while protecting the downside, not to chase big wins at the risk of capital.
Unbiased decision making
Every investment is researched in-house. We do not follow the herd or rely on outside agencies.
Management leadership
We spend time with management to understand their goals, and back owners who have allocated capital well.
Risk reward equation
We buy only when value is well above price. The expected return has to justify the risk.
What We Look For
Disproportionate beneficiaries of economic growth
Robust fundamentals
Quality management
Competitive advantage
Favourable risk-reward
Reasonable valuations
What We Don't Do
Derivatives and F&O
Trading and short-term investments
Chasing hot stocks
Impulsive investment decisions
Following market noise or external platforms without independent research
Risk Management
Liquidity risk
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Valuation risk
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Market risk
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Concentration risk
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Enquiry
Get Started
Questions about Moneybee, the PMS or the AIF. Choose the topic on the form and the team gets back to you.