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