ARM CAPITAL
Generating alpha through fundamental research, quantitative analysis, and disciplined portfolio construction across global equity markets.
About Us
Mission
ARM Capital seeks to deliver superior risk-adjusted returns for institutional investors through a disciplined, research-driven approach to global equity investing. We combine fundamental analysis with quantitative rigor to identify mispriced securities and construct portfolios that aim to outperform global equity benchmarks.
Investment Philosophy
Our investment philosophy centers on three core principles: rigorous bottom-up stock selection, top-down country allocation, and momentum-driven positioning. We believe that alpha generation requires deep fundamental research, proprietary data insights, and the discipline to act on conviction while managing risk. Our process emphasizes quality over quantity, focusing on a concentrated portfolio of 10-15 high-conviction positions.
Legacy & Values
Founded with a commitment to institutional-grade investment management, ARM Capital operates with transparency, integrity, and a long-term perspective. We maintain a culture of intellectual curiosity, where research drives decisions and risk management is embedded in every aspect of our investment process. Our values reflect the highest standards of fiduciary responsibility and alignment with investor interests.
Our Edge
Three pillars that drive our investment process and differentiate our approach
People
Investment Committee Discipline
Our investment committee brings together diverse perspectives and deep expertise in global markets. We maintain a rigorous research culture where every investment idea undergoes independent assessment and challenge.
- ▸Independent assessment framework for all investment theses
- ▸Cross-functional research team with 8+ years combined experience
- ▸Structured decision-making process with conviction scoring
- ▸Daily monitoring and risk oversight protocols
Data
Proprietary Data Pipelines
We integrate quantitative signals with fundamental research through proprietary data infrastructure. Our quant analysts prepare a comprehensive data lake that informs both idea generation and risk modeling.
- ▸Proprietary data lake covering 34,000+ securities
- ▸Quantitative signal generation and validation
- ▸Integration of fundamental and technical analysis
- ▸Real-time risk modeling and portfolio analytics
Insights
Thesis Generation & Catalyst Analysis
Our research process focuses on identifying catalysts that unlock shareholder value. We conduct deep scenario analysis and stress testing to build conviction in both long and short positions.
- ▸Catalyst-driven positioning with probabilistic assessment
- ▸3-5 year financial modeling and scenario analysis
- ▸Cross-checks with customers, suppliers, and competitors
- ▸Valuation frameworks using multiple methodologies
Investment Strategy
A disciplined, fundamental approach to global equity investing
Portfolio Structure
10-15 core positions, diversified across sectors and geographies. Net long exposure of 60-70% (longs) and 30-40% (shorts).
Universe
MSCI GIMI: Full investible universe covering large, mid, small, and micro-cap securities across global markets.
Leverage
Strategic use of 3-4x leverage in specific positions where conviction and risk management support it.
Long Positions
Businesses with potential for margin expansion driven by operating leverage, favourable input costs, and macro tailwinds.
Focus on IRR over 3-5 years versus normalised returns appropriate for their market cap, business model, and industry norms.
Sector Focus
AI & Machine Learning
Financial Services
Medical and Biotech
Robotics
Energy
Software & Internet
For illustrative purposes only. Sector allocations may vary based on market conditions and opportunity set.
Global Presence
Research footprint and regional exposure across global equity markets
North America
US and Canadian equity markets
Europe
UK, Continental Europe
Asia Pacific
India, China, Japan, and broader APAC
Emerging Markets
Select emerging market opportunities
Geographic exposure may vary based on market conditions and opportunity set. For illustrative purposes only.
Team
Experienced investment professionals with deep expertise in global equity markets
Combined team experience: 8+ years in financial markets. Track record figures calculated as per trade analytics provided by the broker.
Process & Framework
Our investment framework emphasizes process, discipline, and risk management
Target ROI
Annual target return
Target Volatility
Risk management target
Universe Coverage
Securities in research universe
Team Experience
Combined market experience
Five-Stage Investment Process
Sourcing and Screening
Funnels 34,000 securities into a focused list of actionable ideas through proprietary data signals and analyst research.
Short Due Diligence
Quick sanity check and second perspective for shortlisting. Team assessment and quality check against preliminary framework.
Full Due Diligence
Deep dive research including transcripts, filings, expert interviews, and 3-5 year financial modeling with scenario analysis.
Final IC Approval
Lead PM presents detailed memo to investment committee. Conviction scoring and catalyst assessment for position sizing.
Closing & Monitoring
Positioning established from conviction. Daily tracking of idiosyncratic risks, portfolio measures, and exit criteria.
There is no guarantee that the fund will achieve profitable outcomes from what is stated above, and the investment approach may evolve over time. No representation is made that this investment approach will yield a particular level of return.
Request Materials
For institutional investors, family offices, and qualified allocators interested in learning more about our investment strategy and process.