Disciplined, tested, proven – our research process is strategic and intentional

Posted in Investments, Expertise

Our investment style and research methodology is best described as ‘fundamental core’.

‘Fundamental’ research methodology is performed utilizing industry and investment analyst reports/interviews, conferences as well as management calls and interviews.

The important valuation metrics include:

  • Price/Book, Price/Cash Flow, Price/NAV, Price/Earnings, EV/EBITDA
  • Strong Balance Sheet, Dividend Yield, Cash Flow Yield
  • Management: Vision and Execution
  • Technology
  • Regulatory Environment

A ‘Core’ investing style refers to the process whereby we incorporate both Value and Growth characteristics:  

  • Meld the best attributes of both VALUE and GROWTH investing
  • Methodology varies by sector
  • Relative to peers and history

Discover how our disciplined research methodology can help grow your wealth. Give us a call today.