Investment process

We execute a plan in a highly skilled manner, with a distinct goal and purpose in mind.

Quantitative screening and analysis

Our equity investment process starts by screening the universe of stocks to identify and pursue the best companies with the greatest opportunity for stock price appreciation.

We are discerning and uncompromising with the key attributes we want to see in a company:

• We want companies with stable earnings and a history of strong or improving earnings growth.
• We avoid companies that the markets have already priced out of range for future stock price appreciation.

We use the most sophisticated research tools and the highest quality data so that even before our research begins, we identify the group of companies most likely to deliver results.

Fundamental research

We analyze each company beyond their raw numbers, beyond the latest report or market buzz. The finer details within the research are crucial to finding the best companies to buy. Detailed analysis goes into assessing each company – its management, its distinct competitive advantages and the factors affecting its industry.

The fundamental research we do is as much about which companies don't make the cut as those that do. Our team of analysts deliberately seeks to uncover companies that stand out from their peers.

Professional portfolio management

Experience and expertise allow us to deliver portfolios where the whole is greater than the sum of its parts. The portfolio managers build off the research, the data and the insight of our team of analysts. Only calculated risks are taken. We find the optimal combination of companies and industries—so each portfolio is crafted with the conscious aim of delivering results.