Investment Philosophy
| Competitive Advantage Strategy Process Analysis Portfolio Construction |
Evaluate key economic indicators and trends
Focus on emerging, overlooked themes and unloved industries
We look at competitors to favored stocks to focus on best in class investments
buy with
knowledge Perform investment reviews, look at
industry trends and competitive positioning to determine investability of these stocks
Thorough examination of company financial statements over time
Emphasis on profitability and valuation, including high ROE, low P/E and low Price to Book Fundamental Analysis
and Valuation
Assessment of industry dynamics
Determination of target upside, timing and position size |