HANDS-OFF WEALTH BUILDERS
Grow Your Wealth With Discipline
Grow your wealth with a disciplined, time-tested strategy built to weather any market.
Our Investment Strategy
We provide asset allocation and equity strategies to institutions based on our proprietary FVMR framework. More than US$400 million of assets under advisement are currently invested in these strategies.
“We aim to deliver reasonable returns, with reasonable risk, for an unreasonably long time.”
The FVMR Framework
Our investment framework keeps us disciplined. The FVMR framework considers the relative attractiveness of each market on:
F
Fundamentals
Bottom-up analysis of listed companies to determine operational, financial performance, and competitive position.
V
Valuation
Absolute and relative valuation to determine if a market is undervalued or overvalued relative to the investment universe.
M
Momentum
Focuses on earnings and price direction, helping indicate the likelihood of price movement in a specific direction.
R
Risk
Analysis of various price risk measures, e.g., volatility and fundamental risk factors such as debt levels.
Our Asset Allocation Strategies
- Global – Invests globally across all major markets and asset classes
- Long-term – Gains from long-term equity return while trying to reduce damage during market downturns
- Diversified – Diversified globally across asset classes, regions, countries, sectors, factors, and companies
Available to Retail Investors
The global asset allocation strategies are available to retail investors in Thailand through our partners:
We’re also a research provider to Talis Asset Management. Available funds include:
A. Stotz's Principles of Wealth
Create. Grow. Protect.
CREATE
Turn Energy into Surplus
- Widen the gap between what you earn and what you spend
- Grow income through better skills, better roles, or ownership
- Avoid high-interest debt; use low-cost debt only when cash flow clearly covers it
- Build a cash surplus to handle short-term shocks
- Think long term: Act ethically and keep improving
GROW
Let Surplus Compound
- Accept risk to achieve long-term growth
- Invest for the long term and avoid panic selling in downturns
- Use simple, diversified investments for most money
- Commit only a small, predefined portion to higher-risk investments
- Invest only in things you understand well enough to hold through difficult times
- Don’t let greed or envy drive decisions
PROTECT
Avoid Permanent Loss
- Never risk so much that one loss could derail your future
- Always consider what could go wrong and what you would do
- Use insurance only for catastrophic risks
- Keep fees, taxes, and complexity low
- Adjust plans gradually as wealth grows
- Do not let fear drive decisions
Ready to Grow Your Wealth?
Whether you’re looking to start investing or refine your strategy, we’d love to help.