Market Approach Strategy

A disciplined, research-driven approach to identifying and capitalizing on market opportunities

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Our Market Approach Philosophy

Combining fundamental research with quantitative analysis to identify mispriced assets

TCD Capital's Market Approach strategy seeks to generate superior risk-adjusted returns by identifying pricing inefficiencies across global equity markets. Our process combines deep fundamental research with quantitative screening to uncover opportunities where market pricing diverges from intrinsic value.

Fundamental Analysis

Bottom-up research focusing on company financials, competitive positioning, and management quality

Quantitative Screening

Proprietary models identify valuation anomalies and growth potential

Risk Management

Strict position sizing and portfolio construction rules to manage downside risk

14.2%
Annualized Return Since Inception (2015)
Market Approach Strategy

Our Investment Process

A systematic approach to uncovering and capitalizing on market opportunities

1

Idea Generation

Our proprietary screening models analyze over 5,000 global securities daily, identifying candidates based on valuation, quality, and momentum factors.

Idea Generation
2

Due Diligence

Our research team conducts 300+ hours of analysis per investment, including financial modeling, management meetings, and industry research.

Due Diligence

Portfolio Construction

Disciplined approach to building concentrated, high-conviction portfolios

Portfolio Construction

Dynamic Allocation Framework

Our proprietary models adjust position sizes based on conviction levels and risk parameters

Concentrated Positions

Typically 20-35 core holdings with 3-5% position sizes for highest conviction ideas

Sector Diversification

Maximum 25% exposure to any single sector to mitigate concentration risk

Global Opportunity Set

Flexibility to invest across developed and emerging markets

Active Rebalancing

Quarterly reviews with tactical adjustments based on market conditions

Risk Management Framework

Protecting capital while pursuing attractive returns

Our risk management process is integrated at every stage of the investment process, from initial screening to ongoing portfolio monitoring. We employ multiple layers of risk controls designed to protect capital during market downturns while allowing participation in upside opportunities.

5%
Max Position Size
25%
Max Sector Exposure
0.7
Target Beta
Learn More About Our Risk Approach

Risk Controls

Position Sizing
Stop Loss Triggers
Scenario Analysis
Liquidity Management
Stress Testing
Correlation Analysis