Investment Process

• Fundamental analysis
• Market analysis
• Macroeconomic analysis

Systems engineering and data science are needed to effectively capture and analyze large quantities of information from sources around the world.  We incorporate numerous diverse data sets into a wide range of proprietary models and non-proprietary indicators to quantitatively evaluate both individual companies as well as macro conditions.  These quantitative tools provide our portfolio managers with a systematic, repeatable framework for analysis. 

But models and screens must be supplemented by qualitative analysis and judgment.  Qualitative interpretations are critical for contextualizing industry trends, the quality of a company’s earnings, monetary/fiscal policies, recession risks, country-specific election dynamics, and geopolitical events – to name just a few. 

Quantitative tools and human analysis are then combined to evaluate assets through three key research disciplines: