A Unique Process

Uncovering Opportunities

Our investment strategy seeks to capture the upside in our conviction ideas using a fundamental and event-driven approach, while emphasizing capital preservation by using disciplined portfolio management to minimize downside risk. Our process utilizes a systematic and repeatable method in security selection. We use proprietary analytical tools to uncover and filter investment opportunities and reach our investment decisions.

  • Discovery

    • Model corporate earnings reports and evaluate major press releases
    • Utilize proprietary screener combining fundamental analytics with valuation metrics
    • Review conference call transcripts and public filings. Discussions with sell-side analysts and management
  • Analysis

    • Develop complete earnings models by combining historical financial data with Wall Street estimates
    • Adjust expectations to reflect internal estimates for future earnings
    • Debate growth prospects with investment team
    • Investigate qualitative aspects of investment ideas to complement fundamentals with catalysts or events
  • Execution

    • Outline risk parameters, including loss limits and any potential liquidity issues
    • Evaluate fit within portfolio exposure framework with investment team
    • Execute orders based on defined position sizes and entry levels

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