Investment Process

Our Investment  process starts  with research and  follows through  to execution and  risk management

Idea Generation

  • Industry sector preferences

  • Dynamic screens to identify leading firms within sectors

  • Special opportunities where we have an informational edge/competitive insight

  • M&A and divestitures

  • Macroeconomic “checklist”

Research Process

  • Analyze SEC filings, management calls

  • Research industry, analyst reports

  • In-house modeling on valuation; unit  economics

  • Competitive dynamics and growth potential

  • Margin of safety

Trading/Portfolio Construction

  • Position sizing

  • Asset and sector diversification

  • Correlations (portfolio beta)

  • Price targets

Risk Management

  • Attractive entry and exit points

  • Stop loss thresholds

  • Selective use of Put/Call options in  permitted mandates