How We Differentiate Ourselves
Idea Generation
- Proprietary idea generation focused on bottom-up stock analysis
- Avoid theme-based investments, market timing and sector rotation
- Universe of companies covered through frequent contacts
- Contacts managed through in-house research library
Portfolio Construction and Risk Management
- Controlled sector and industry exposure
- Limited position sizes
- Restricted security count strengthens forced displacement methodology
Team Construct
- Stock picking generalists pursue due diligence across sectors and throughout the market cap spectrum
- Research team structure promotes objectivity and pursuit of the best opportunities
- Collaborative effort enables a thorough understanding of risk and reward
