ARCCERNO PERSPECTIVES / The Firm
A foundation for considered decisions.
Arccerno Capital is an investment brand in development, with Hong Kong as its intended operating centre. Research, risk and capital allocation form one connected discipline.
01 / WHY ARCCERNO
A view should have a reason. A decision should have a record.
Arccerno is being developed around a simple idea: investment judgment should be open to examination. A research view needs evidence; a capital decision needs boundaries; and both need a record that can be revisited.
Our immediate direction is to establish research foundations and governance practices. Developing professional asset management capabilities is a longer-term ambition, subject to the relevant operational and regulatory requirements. It is not a service currently available through this website.
Dan is the initiator of the Arccerno project.
02 / WORKING PRINCIPLES
Traceable evidence
Keep sources, assumptions and uncertainty attached to each conclusion.
Clear responsibility
Make review, authority and potential conflicts of interest explicit.
Complete records
Preserve decisions, exceptions and the reasons for changing a view.
03 / DIRECTION OF DEVELOPMENT
Build the foundations. Earn the next step.
Research Foundations
Establish research standards, source records and review practices.
Investment Validation
Work towards a documented, testable investment process.
Professional Asset Management
Build capabilities subject to the required legal, operational and regulatory foundations.
These are directions, not a timetable or a statement of available services.
An open exchange of ideas
A conversation grounded in research.
For research, data, technology and professional service partners.