Investment Management




Global Investment Management (WE DO NOT ACCEPT NEW CUSTOMERS)

Investment Management

We offer the following investment service options.

  1. Discretionary Investment Management
  2. Advisory

Value-oriented Investment Management
As a boutique investment manager for thoughtful clients, we provide our unique investment management capability to help them to achieve their goals and avoid the risks of the market. BALANSTONE delivers superior and measured added value to our clients’ assets through our innovative, structured, and disciplined fundamental investment framework and implementation.

Our advice is based on what we define as “advanced value-oriented investment,” as we believe it is the most sensible and reliable approach. A value-oriented investment is not a value investment. Market dynamics consists primarily of price-oriented judgments that enable the market to function as a “market maker” to provide constant liquidity on a short-term supply-demand balance, not as a value-discovery mechanism to minimize the gap between value and price. We believe that our task is to search for value rather than forecasting the moves of the market maker.

We also utilize and develop the latest information technology to drive our vision and investment philosophy. Our investment is never based on the trading-oriented views where intellectual resources and the latest technology are used to analyze and predict the dynamics of price behavior.

We understand that applying the latest data scientific approach and finding and investing in a business with a steady foundation of cash generation are the essence of our mission to progress the fundamental investment portfolio as an investment, not as “well-managed trading ideas.”

Global Investment
Our specialty is global equity investments. We have in-depth experience in primary global company research and analysis for the owners of long-term capital. Our analytical wisdom in fundamental research forms the sustainable basis of our investment service. We also believe that, while it is no longer a new proposition, global perspective learned from the first-hand experience is truly vital to architecting a superior algorithmic equity portfolio framework with real global insight.


Client-Oriented Policy
We are an independent investment manager that earns solely client fees and nothing else whatsoever. We are structurally more client-oriented without a conflict of interests. As a truly independent investment manager, we align our interests with those of our clients, and the successful management and growth of our clients’ assets is our goal.

Code of Ethics and Standards of Professional Conduct
The CFA Institute Code of Ethics and Standards of Professional Conduct are fundamental to the values of the CFA Institute and essential to achieving its mission to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. BALANSTONE upholds the provisions of the code and standards.

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