Screening Process RootN Global Asset Management applies its proprietary Quality Model to verify investment efficiency and screen for stocks with high potential for future earnings growth.

The Quantamental strategy of RootN Global Asset Management is

an organic investment process that integrates
the precision of Quantitative analysis with the deep insights of Fundamental research."

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  01

  Quant Screening

  Structuring the market through quantitative models.

  "In an ocean where thousands of stocks swim, we cast a net made of data.
  Through our proprietary Quant models, we select a group of high-quality stocks with proven sustainability."

  ㆍBig Data Screening: Our screening algorithm multi-dimensionally analyzes thousands of stocks based on big data.
  ㆍObjective Filtering: We objectively filter the investment universe by integrating financial metrics, valuation, price trends, and industry sectors.

• 02

  Fundamental Research

  In-depth analysis of the corporate essence.

  "We analyze the structural trends of industries and the qualitative factors of selected candidates.
  By meticulously examining even the non-quantifiable values, we evaluate the actual investment potential."

  ㆍDeep-dive Research: Through in-depth research, we diagnose the sustainability of a company's competitive advantage, governance, and business model.
  ㆍOn-site Approach: We combine this with field-oriented approaches, such as collaborations with industry experts and direct IR meetings.

  
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  03

  Strategy Meeting

  A decision-making structure where Quantitative and Qualitative insights intersect.

  "Investment decisions are made through strategy meetings by cross-verifying quantitative analysis with qualitative research results.
  Our strength lies in an organic and repeatable decision-making system, rather than a one-time flow."

  ㆍCross-Verification: The research team reviews stocks derived from the Quant model, or quantitative analysis is performed based on research insights.
  ㆍMulti-dimensional Consideration: In strategy meetings, we comprehensively consider profitability, risk, and valuation attractiveness from multiple perspectives.

• 04

  Portfolio Construction

  The balance between Concentration and Diversification.

  "The final portfolio is constructed to harmonize structural growth with risk management.
  We comprehensively reflect factors such as stock correlations, sector diversification, and expected returns relative to fundamentals."

  ㆍOptimization: Portfolio construction is the result of optimization reflecting strategic themes and efficiency relative to risk, rather than simple weight adjustments.
  ㆍFlexible Rebalancing: Even after investment, we flexibly rebalance the portfolio in response to earnings fluctuations and changes in industry trends.