We determine which companies are suitable for research and analysis through utilization of our proprietary database. Once we have narrowed
our selection list, we then analyze each companies intrinsic value and compare it to its current market value. Those companies that are
selling at prices below this intrinsic value are slated for further research.
Additionally, companies which show a growth forecast in excess of our
expected returns are also included for further research. We are then able to research their research their management and analyze their financial metrics, to ensure
its investment suitability.
Those companies meeting or exceeding our expected returns are the most likely candidates for future investment. As companies
change in accordance to market, industry or managment conditions, new companies become available to research.
We mitigate our risk by ensuring we are purchasing strong companies at attractive prices based on sound fundamentals.
Overlap in industries are kept to a minimum in an effort to avoid industy concentration risk.
Furthermore, a portion of our portfolio may be invested in market neutral investments such as merger arbitrage to eliminate a degree
of systematic risk.