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.
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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
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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
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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