Two Strategies. One Discipline.
Every client relationship at IBEX begins with the same question: What is your actual risk appetite? From there, we match you to one or a blend of our two strategies. Both are grounded in fundamental analysis. They differ in how they use time, concentration, and volatility.
IBEX Core
We believe markets are efficient over the long run but noisy in the short run. Prices swing far more than underlying business value does, driven by sentiment, news cycles, and forced selling. Core invests in established, financially disciplined companies whose long-term value we believe exceeds their current price and holds them until that value is realized.
Short-term volatility is our moment to buy, never our reason to sell. When prices fall without a change in fundamentals, we see opportunity. We sell when a company reaches our estimate of full value or when the fundamentals change, not before, and not on price swings.
Approach: Established companies with durable competitive positions and disciplined balance sheets; diversified across sectors with informed depth in energy and AI; low turnover, built for compounding and tax efficiency; valuation-anchored sell discipline.
Who it fits: Investors seeking steady long-term growth who prefer lower turnover and lower volatility.
IBEX Ascent
Ascent takes an active approach to short-term market inefficiency. Alongside concentrated positions in high-conviction growth themes, particularly energy and AI, Ascent may trade tactically around price dislocations: buying when prices detach from underlying value, taking gains when prices run ahead, and re-entering when opportunity returns.
This is a higher-turnover, higher-risk strategy. It accepts greater volatility, greater concentration, and more trading activity in pursuit of higher returns, and is suitable only for investors genuinely comfortable with meaningful drawdowns.
Approach: Concentrated, high-conviction positions; tactical trading around short-term dislocations; tilted toward energy and AI; higher turnover, with the tax and trading-cost implications disclosed plainly.
Who it fits: Investors with elevated risk tolerance, a multi-year horizon, and comfort with concentration and volatility.