.svg)
The U.S. and Taiwan Strike a $250B Semiconductor Trade Reset
Article | January 18, 2026
Washington says it is securing supply chains, but the real test is whether tariffs can successfully force a re-wiring of global chip manufacturing.
Investments
Active by design. We create custom strategies informed by proprietary research and global perspective.
Level up your investments.
Results are built on principle, these are ours.
Innovation
Leveraging fintech tools and machine learning to drive quality portfolio performance.
Diversification
Balancing assets across
sectors and regions helps
manage volatility and
long-term potential.
Risk Management
Our VOLcano™ process
integrate VaR and ES to
assess and manage
portfolio risks.
How ARFED® works for you.
ARFED® categorizes investments based on Revenue, Free Cash Flow, Earning, and Dividend, going beyond conventional growth or income classifications.
By pinpointing the distinct stages of a business's lifecycle, we aim to uncover alpha through targeted opportunities.
How ARFED® works for you.
ARFED® categorizes investments based on Revenue, Free Cash Flow, Earning, and Dividend, going beyond conventional growth or income classifications.
By pinpointing the distinct stages of a business's lifecycle, we aim to uncover alpha through targeted opportunities.
How We Manage Investments
Active Portfolio Management
Ongoing portfolio construction informed by macro conditions, security-level research, and risk constraints.
Custom Investment Portfolios
Portfolios tailored to your goals, risk profile, and preferences.
Fundamental & Quantitative Research
Security selection driven by bottom-up analysis, valuation discipline, and systematic screening.
Tax-Aware & Risk-Constrained Implementation
Portfolio decisions made with explicit consideration of taxes, turnover, liquidity, and downside risk.
Flexible Account Architecture
Portfolios implemented across multiple custodians and structures without compromising strategy integrity.
Institutional Portfolio and IPS Management
Managed portfolios under formal IPS guidelines, with disciplined reporting and board-level collaboration.
Get daily market insights
straight in your inbox.
On The Money
5 things to watch in
the markets every
weekday.
The Current
Sunday recap with
stories, markets, and
charts of the week.
The U.S. Topples Maduro and Bets on Venezuela’s Oil Future
Article | January 11, 2026
Pressure from narco-terrorism has Washington weighing a reboot of the world’s most broken petrostate.
The Mega-IPO Moment Looming in 2026
Article | January 4, 2026
The new year could mark a blockbuster IPO year, with SpaceX, OpenAI, and Anthropic eyeing public debuts.