Sharpening performance through constructive engagement.
ADVOCATE Strategic Investments (ASI)Philosophy & Constructivist Activism.
Constructivist Activism: Collaborative, Not Confrontational.
ASI applies a constructivist activism framework: influencing outcomes without destabilising. Our philosophy is rooted in collaboration, engaging boards, executives, and stakeholders to deliver value on our investment.
Our Four-Step Framework:
Deep Research — Proprietary screening + bottom-up analysis
High-Conviction Investing — Concentrated, index-agnostic positions
Strategic Engagement — Working directly with boards and executives
Unlocking Value — Driving operational, governance, and capital structure improvements
Pillars of our Philosophy
Constructive
engagement
We open conversations, not battles. Constructive doesn’t mean passive — it means purposeful and prepared.
Commercial accountability
Companies must be measured by clear performance goals, not vague narratives. We push for strategic clarity and capital discipline.
Shareholder‑led governance
Boards are agents of shareholders, not figureheads. We insist on real oversight, not box‑ticking governance.
What we stand for
At ASI, we don’t seek control. We seek clarity, performance, and accountability. That means engaging directly with management and boards to help companies unlock value — often where it has been long obscured or ignored.
Most importantly, we recognise that shareholders must act like owners. We see our role not as outsiders, but as engaged capital partners:
Articulating and advocating return‑driven strategies
Holding directors accountable to measurable performance
Working with management, not against them, when alignment is possible
“Shareholders must be willing to speak clearly, act decisively, and remain commercially grounded — not adversarial by default.”
Engagement Isn’t a Campaign.
It’s a Discipline.
We apply a measured, research-driven approach to shareholder engagement. From early, collaborative dialogue through to structured interventions when necessary, we act decisively but always with commercial logic and long-term value creation in mind.
Our strategy focuses on micro- and nano-cap opportunities, while taking selective positions in larger companies where constructive influence can drive meaningful performance improvements and unlock hidden value.