Inspired by the precision of traditional paddy field terraces, where structure allows continuous adjustment to changing conditions.
Our allocation process adjusts exposures as markets evolve. Macro signals, valuations and liquidity trends guide the balance between equities, fixed income and cash.
The objective is to maintain structured flexibility across cycles while remaining aligned with long term portfolio discipline.
Like a locomotive that has powered economic progress, equities represent the forward-moving engine of the portfolio.
Equity positions are selected using a balance sheet approach that evaluates leverage, cash flow patterns and governance quality.
We focus on companies with measurable fundamentals across financials, consumer demand, manufacturing and export driven industries.
This supports the portfolio’s growth component through businesses with strategic relevance to the economy.
Echoing the durability of Roman aqueducts, fixed income provides stability and continuity within the allocation.
Sovereign and high grade corporate bonds help anchor the portfolio through periods of volatility.
A minimum liquidity buffer of thirty percent supports daily NAV operations and effective management of liquidity conditions under a UCITS framework.
This structure provides consistency and operational strength in a frontier market environment.
Just as classical chess relies on pattern recognition and well-timed decisions, our overlay process helps guide implementation.
Trend confirmation tools complement fundamental research by identifying directional signals in market behavior.
This supports disciplined timing adjustments and reduces the influence of short term sentiment on portfolio decisions.
We adjust exposure as the cycle evolves and as conditions shift across macro trends, valuations, and liquidity. The aim is to capture early recovery while maintaining resilience through slower phases of the market.
Our decisions begin with fundamentals and direct company access. We focus on balance sheet strength, disciplined leadership, and the catalysts that matter in a stabilising environment. This allows us to hold businesses that can adapt, endure, and compound through change.
The strategy operates within the European UCITS framework, recognised globally as the gold standard for investor protection.
These controls are delivered through CAIAC Fund Management AG, ACP Corum Pty Ltd, Bank Frick AG, and Grant Thornton AG. This structure brings clarity, discipline, and confidence to frontier market exposure.
With ACP Corrum’s global stewardship and UCITS governance, the Sri Lanka Opportunity Fund offers investors a rare combination of frontier potential and institutional oversight.
