Two lenses. One portfolio.
Momentum and Turnaround are not opposing strategies — they are complementary positions across the same cycle. Together they provide exposure to growth while anchoring the portfolio in deep value.
Momentum
Ride the trend. Know when to exit.
Led by
Karaeng Adjie
Portfolio Growth Engineer
The Momentum strategy identifies structural market trends in Indonesian public equities and positions capital to capture the bulk of the move. Entry is systematic, disciplined by cycle position and technical confirmation. Exits are rule-based — not emotional.
- —Trend identification across sector and index levels
- —Cycle-adjusted position sizing
- —Defined stop-loss and take-profit discipline
- —Rotation between trending sectors as regimes evolve
Turnaround
Find value where others see wreckage.
Led by
Rizza Adillah
Portfolio Structure Engineer
The Turnaround strategy seeks companies and sectors undergoing structural repositioning — where the market has mispriced the recovery trajectory. We look for catalysts: management changes, balance sheet repair, industry tailwinds misread as temporary. The entry is early, the holding period is patient.
- —Deep fundamental analysis of distressed or overlooked positions
- —Catalyst identification and timeline assessment
- —Phased entry as thesis confirmation develops
- —Portfolio-level risk management to cap drawdown
Designed to compound through full cycles.
By combining Momentum and Turnaround exposures, the portfolio participates in trending markets while holding positions with independent recovery catalysts. The result is a structure resilient to single-regime dependence.
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