Our Approach

Unearthing Market Gems for Long-Term Growth

At Tumbuh Capital, we’re dedicated to maximizing your long-term returns by investing in public equities with significant growth potential in a certain time period. Our Beyond the Bargain™ approach prioritizes three key factors:

Value

We start by analyzing the largest companies in the market. Using a combination of fundamental and technical analysis, we identify undervalued stocks with strong fundamentals and technical. This focus on buying low sets the stage for future gains.

Quality

Not all undervalued companies are created equal. We avoid “value traps” by ensuring the companies possess strong business models with attractive valuations, potential for sustainable growth, and the resilience to navigate market fluctuations.

Investing with Clarity

Estimating future earnings is crucial to successful investing. That’s why we focus on easily understandable businesses, where clear financial and market movement data supports our analysis. This allows us to make well-informed decisions about future growth potential.

Our Strategy (1)

Actively Managed Long-Only Equity Investing: Fundamental Sustainable Growth

At Tumbuh Capital, we employ an Actively Managed Long-Only Equity Investing strategy. This means we focus on purchasing and holding shares of publicly traded companies that we believe have the potential for significant growth in the longer term. We believe this approach offers several advantages for our clients:

Alignment of Interests

Our long-term focus aligns our interests with yours. We are invested in the success of the companies we hold, just as you are invested in the success of our fund.

Reduced Volatility

Long-only investing generally experiences less volatility than strategies that involve shorting stocks or frequent trading. This can provide greater stability and peace of mind for your portfolio.

Growth Potential

We believe that carefully selected equities offer the potential for superior long-term returns compared to traditional fixed-income investments.

Our Strategy (2)

Strategic Short-term Holding Equity Investing: Frequent Diversification

At Tumbuh Capital, we believe in a comprehensive approach to wealth creation. While our core focus lies in long-term equity investing, we recognize the potential benefits of incorporating strategic short-term holdings into your investment portfolio.

Here’s how we utilize this strategy:

Capturing Market Opportunities

Short-term holdings allow us to capitalize on temporary market inefficiencies or short-term trends through frequent trading. This can provide an extra layer of return generation alongside our long-term growth focus.

Hedging Strategies

Short-term positions can be used to hedge against potential market downturns in specific sectors or the broader market. This helps to mitigate risk and protect your principal investment.

Enhanced Liquidity

Strategic short-term holdings can offer greater portfolio liquidity compared to purely long-term investments. This can be beneficial for investors who may need access to their capital within a shorter timeframe.

Balancing Strategies

A Tailored Approach

Our investment strategies are not one-size-fits-all. When considering short-term holdings, we will work closely with you to determine the appropriate allocation within your portfolio that aligns with your financial goals and risk tolerance.

Building a Diversified Future

By combining our core long-term equity strategy with strategic short-term holdings when appropriate, Tumbuh Capital offers a diversified approach to wealth creation. This comprehensive strategy aims to deliver consistent growth while managing long-term risks.

Our Strategy (3)

Strategic Event-Driven Equity Investing: Beyond Traditional Long-term Investing

At Tumbuh Capital, we go beyond traditional long-term investing. We unlock hidden value by capitalizing on market events that can trigger significant price movements in specific companies. Our event-driven investment strategy identifies these events and positions our portfolio to capture the resulting opportunities.

Market events encompass a wide range of occurrences that can significantly impact a company’s stock price, e.g. Initial Public Offering (IPO), Mergers & Acquisitions (M&A), Spin-offs, Bankruptcies & Restructurings, and Regulatory Changes.

The Benefits of Event-Driven Investing:

Uncorrelated Returns

Event-driven strategies can generate returns that are less correlated with the overall market performance, providing diversification benefits for your portfolio.

Enhanced Profit Potential

By capitalizing on market inefficiencies surrounding events, we aim to capture significant price movements that may be missed by traditional long-term investors.

Active Management

Our team actively manages your portfolio, adjusting positions based on the evolving event landscape and market conditions.

Our Approach to Event-Driven Investing:

In-Depth Research & Due Diligence

Our team of experienced analysts meticulously researches upcoming events, analyzing financial data, legal documents, and industry trends. This comprehensive approach allows us to assess the potential impact of the event on the company’s value.

Pre-Event Positioning

We strategically position our portfolio before the event occurs, aiming to capture the full upside potential when the market reacts to the news.

Risk Management

Event-driven investing can involve a higher degree of volatility than traditional long-term strategies. We actively manage risk by employing portfolio diversification, stop-loss orders, and careful position sizing.

Active Trading & Monitoring

Our team closely monitors the event’s progress and market reaction. We are prepared to adjust our positions as needed to maximize returns or mitigate losses

Important Note: Event-driven investing is not without risks. Careful analysis and a skilled investment team are essential for success. We encourage you to discuss your suitability for this strategy with your financial advisor.
Partner with Tumbuh Capital and unlock the hidden potential within the market.

Our Strategy (4)

Intergenerational Wealth Transfer: Building Wealth Across Generations

Building wealth that lasts across generations is a core tenet of Tumbuh Capital. We understand the importance of planning for the future generations in your family. Our long-term investment approach is designed to:

Preserve Capital

Our focus on the lowest-risk instruments, such as fixed-income government bonds, undervalued and high-quality companies, aims to protect your principal investment while fostering growth.

Compounding Returns

The power of compounding allows your wealth to grow exponentially over time, benefiting not only you but also future generations.

Tax-Advantaged Strategies

We work with clients to explore tax-advantaged investment vehicles that can further enhance the transfer of wealth to your beneficiaries.

Our Strategy (5)

3rd Party Private Business Investment

In addition to our core publicly traded equity investing strategy, some of our investment vehicles may offer the opportunity to participate in private business investments. These investments can provide access to potentially high-growth companies or projects that are not yet publicly traded.

Important Note: Private business investments are generally illiquid and involve a higher degree of risk than publicly traded equities or government bonds. We will only offer these opportunities to qualified investors who meet specific suitability criteria.

Building a Legacy with Tumbuh Capital:

Our investment philosophy is built on the foundation of long-term growth, capital preservation, and intergenerational wealth transfer. By partnering with Tumbuh Capital, you can secure your financial future and build a lasting legacy for generations to come.

Our Solution

Financial market instruments
Real sector private placement

Additional Services

Business Advisory Services

We offer additional solutions through business advisors that can be accessed as part of our asset management services. Our experienced advisors provide tailored guidance to enhance your business strategies, improve operational efficiency, and maximize growth opportunities. With our expertise, you can navigate challenges efficiently and achieve your business goals with confidence.

Financial & Tax Services

We also provide additional solutions in the form of financial and tax services that can be accessed as part of our asset management services. This service helps you plan the right financial strategies, manage taxes efficiently, and ensure compliance with applicable tax regulations. With the assistance of our consultants, you can optimize your financial and tax management, allowing you to focus on the growth and success of your business.