INVESTMENT PHILOSOPHY

American Lion Capital provides alternative investment management where we believe the potential for reward outweighs the risk entailed. We feel that skill and hard work can lead to a "knowledge advantage," and thus to potentially superior investment results. Our investment process is entirely bottom-up, based on proprietary, company-specific research. Our investment process has strict investment guidelines that ensure we contain portfolio risk within specified levels and run a diversified portfolio to deliver consistent risk adjusted returns to our investors. We seek to invest in companies that in our view have sustainability of business growth and are trading at a substantial discount to their true business (intrinsic) value. In arriving at the value of business or company, we look at a variety of factors. Key focus is on cash flow, economic value added and also trends in returns on equity and capital P/E multiple, Price to book and PEG ratio. We examine these on an absolute as well as relative basis. Investment process is designed to provide value to our clients' financial journeys. 

Our bottom-up investment process, the key portfolio risks are the specific risks associated with each individual stock in the portfolio. We view stock-specific risk as a function of our knowledge of the business and seek to manage this by means of meticulous research, robust peer review and ongoing monitoring. Our index-agnostic approach allows us to control the absolute risk of the portfolios. Appropriately calibrating the weight of each position within a portfolio based on the merits of each investment case is another important means of risk management in our process. We avoid excessive concentration in a portfolio and the diversification guidelines of our funds and mandates help to manage portfolio risk without unduly restricting the investment process. Within a portfolio, care is taken to avoid excessive exposure to areas that have a high co-variance. This may be considered by industry or country. Within a country, there are other considerations such as susceptibility to currency fluctuations, interest rates and government actions. 

Strategy is designed to maximize portfolio returns for a defined level of risk that gives the highest probability of achieving investment goals. We developed a global macro trading strategy that works well in all economic environments; We established a stellar track record on trading equities, bonds, commodities, and currencies using global macro investment strategy.  We recognize that the only way to truly judge the success of an investment portfolio is by its effectiveness in achieving the goals of the client.