Our Investment Philosophy
At LLama Research, investing is about overcoming market noise rather than chasing fads or responding to it. In order to find long-term value based on clarity, discipline, and depth of thought, we employ what we call Deep Perspective Investing (DPI), which involves looking past surface-level data, emotional impulses, and short-term patterns.
We begin each portfolio creation process by thoroughly understanding your objectives, tolerance for risk, and time horizon. We create plans that change with you, whether you’re starting out, protecting your hard-earned money, or creating a retirement based on peace of mind.
Our Core Principles
Profitability & Sustainable Growth
Profitability & Sustainable Growth
We advise to invest money into businesses that regularly generate strong earnings growth - the underappreciated gems that subtly increase wealth.
Valuation Discipline
Valuation Discipline
We steer clear of exorbitant hype and concentrate on purchasing high-quality companies at fair prices.
Resilience & Sound Financials
Resilience & Sound Financials
Companies founded on strong foundations and sound balance sheets endure over time, despite market fads.
Visionary & Ethical Leadership
Visionary & Ethical Leadership
We invest in businesses run by executives who prioritise long-term vision, ethics, and shareholder alignment.
Patient, Disciplined Ownership
Patient, Disciplined Ownership
We hold investments with an eye towards the long term, allowing compounding and time to work their magic.
Profitability & Sustainable Growth
We advise to invest money into businesses that regularly generate strong earnings growth - the underappreciated gems that subtly increase wealth.
Valuation discipline
We steer clear of exorbitant hype and concentrate on purchasing high-quality companies at fair prices.
Resilience & Sound Financials
Companies founded on strong foundations and sound balance sheets endure over time, despite market fads.
Visionary & Ethical Leadership
We invest in businesses run by executives who prioritise long-term vision, ethics, and shareholder alignment.
Patient, Disciplined Ownership
We hold investments with an eye towards the long term, allowing compounding and time to work their magic.
Our Investment Process
Our investment process at LLama Research combines in-depth company analysis with macroeconomic insights in a top-down and bottom-up manner:
01
Committee for Monthly Strategy
- Examine fundamental data and global macroeconomic trends.
- Assign assets across asset classes and geographical areas based on each risk profile.
02
Weekly Investment Committee
- Identifying quality investment opportunities and optimising portfolios through bottom-up analysis of relevant funds and individual companie
03
Tailored Portfolio Implementation
- Adapt portfolios to your particular legal, tax, and personal requirements.
- Maintain capital preservation at all times while striking a balance between growth and risk.
- Using valuation tools to navigate volatility and actively managing risk while maintaining a long-term growth focus are two examples of disciplined risk management.
Our Frameworks
Our in-house frameworks, such as the Quality Accumulation Plan (QAP), combine practical application with data-driven insights. With just a few clicks, QAP can create comprehensive, goal-based portfolios, making high-level investing easy, transparent, and effective.
Additionally, we use a thorough multi-asset, multi-factor approach to assess opportunities across: