Investment Style- We are not Style Sensitive

AIG Investments believes that Growth and Value investing will both enjoy periods where one or the other is in favour. We do not believe that one style will dominate the returns of the other over time. Our philosophy dictates investing in companies over the continuum of growth through value. The key to uncovering good companies throughout this continuum is to avoid the trap of evaluating every entity through the same prism.

We believe that different styles dominate at different points in time and thus we do not restrict ourselves to following one specific style of investing over the life of the fund. One of our key investment philosophies that differentiate us from our competitors is that we are not style-sensitive.

Investment Process

AIG Investments’ equity investment process begins with a quantitative screening of the investment universe. Based on qualitative and quantitative screening criteria, stocks are categorized into the following broad categories based on their lifecycle: Exceptional Growth, High Stable Growth, High Cyclical Growth, and Mature Companies. This categorization allows the portfolio teams to define the appropriate analytical approach and metrics used to value these stocks.

Once each stock is categorized appropriately, the team conducts rigorous bottom-up fundamental analysis, which is based on relative valuations and fundamental progression, and may differ based on the stage of a company’s lifecycle.

In addition to applying fundamental analytics, we conduct exhaustive and thorough due diligence on the company, which often include on-site visits, management meetings, and review of external research. Proposed stocks are then scrutinized through a team review process with suitable evaluation criteria, and ideas and detailed valuations are shared with the team via an online investment platform.

Our best investment ideas are then added to our portfolios and continually monitored to ensure that appropriate risk measures are applied. In addition, the team collectively monitors the best and worst performing stocks as potential sell candidates