Our Approach to Equities
We seek to preserve and grow client capital by outperforming over time while assuming below average risk.
A thorough investigation of a company’s financial statements and operating environment is critical. We analyze earnings and cash flow growth potential, balance sheet strength, and management's track record.
We pursue hidden gems that the market has overlooked.
IN-DEPTH MANAGEMENT INTERVIEWS
We meet company management teams to better understand the growth opportunities, funding requirements, competitive forces, and challenges the companies face.
EXPERTISE LEADS TO BROADER CHOICE
Our strong analytical skills allow us to research and study companies of all sizes, including small and mid-size companies which are often ignored by the investment community.
IDENTIFYING THE CATALYST
We look for a catalyst that will unlock value such as a regulatory change, industry consolidation, corporate restructuring, a new management team or a new product offering, etc.
BIG PICTURE FACTORS & THEMES
We relentlessly track global issues and identify themes which help us determine where opportunities might arise amidst social, technological, economic and political change.