From the research desk
Large caps for stability, everything else for alpha.
Abakkus All Cap Approach is Abakkus Investment Managers' benchmark agnostic PMS strategy spanning the full market cap spectrum. Large cap allocation is built on a top down sector view focused on stability, while alpha is sought through broader market exposure to companies with sustainable businesses and high return on equity. Every idea is tested against the firm's proprietary MEETS framework, Management, Earnings, Events and Trends, Timing, and Structural opportunity size, with positions typically held for 3 to 5 years.
Five checks before a stock qualifies
Every idea is tested against the MEETS framework, Management quality and capital allocation, Earnings quality, Events and triggers, Timing and price, and Structural size of opportunity, not just growth or valuation alone.
A price that already reflects the risk, not just the growth
the philosophy holds that a good company isn't necessarily a good investment if the price isn't right, and the strategy explicitly asks what the current price is already discounting before buying.
Large caps for stability, everything else for alpha
The large cap sleeve is built top down around sector stability, while alpha is sought through broader market exposure to companies with sustainable businesses and high return on equity, splitting the portfolio's two jobs deliberately.