We conduct research the traditional way, on a security-by-security basis.
Analyze global themes and secular trends as well as current macro-economic conditions and outlook.
Analyze sectors and industries to determine which ones should be positively impacted by major global themes and will prosper or be defensive in the forecasted economic environment.
Screen and rank securities based on appropriate criteria. Perform detailed security analysis by applying extensive qualitative factors.
Pool of high quality securities that if appropriate may be added to a client’s portfolio.