Investment Selection

We employ a bottom-up approach to investing, meaning our work truly gets started once we have narrowed down the field of potential investments. This is where we feel we add unique value to the process.

Bottom-up investing requires detailed analysis of each and every company we consider holding in a portfolio. We want to know general information about its industry, management team and financial health.

We focus on what we consider attractive risk-vs.-reward candidates. Specifically, we seek companies that have three to four times the upside growth potential compared to their downside risk. We factor in all quantitative and qualitative considerations when performing this assessment.

In selecting appropriate investments for our clients’ portfolios, we look for the following qualities: