Investment Philosophy
| Competitive Advantage Strategy Process Analysis Portfolio Construction |
Investment Universe – 3000 Stocks
Execute a variety of valuation screens to comb the universe for undervalued stocks
Evaluate key economic indicators and trends
Focus on emerging, overlooked themes and unloved industries
Screening process produces a list of 100 stocks the investment team constantly monitors
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
Meetings with company management
Assessment of industry dynamics Determination of target upside, timing and position size |