Thymos is ancient Greek for courage, vitality, and spirit. It is the middle realm of consciousness – sitting between reason (logos) and desire (eros). It is fundamental to our investment philosophy – to have the courage to do things differently, the vital confidence to meet any obstacle and the spirit to dare.
Our Investment Philosophy
We believe that a static investment process with constant bias to an investment style or a theme is prone to excessive volatility and prolonged periods of sub optimal returns. Static styles and themes tend to go in and out of favour and find themselves on the wrong side of investor preferences driven by global economic and policy environment. Examples of such styles are growth, value, technology, crypto currency, electric vehicles, or climate change.
We run a dynamic investment process, shifting between investment styles and themes based on valuation and macro environment dynamics.
We aim to be always at the right place at the right time, rather than wait for our turn.