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Our Investment Approach

Our Investment Approach

chess-opening-move Within a universe of over 5000 publicly-traded companies we employ a strict criteria of investment factors which warrants a company for further research and possible purchase by us. By maintaining a strict philosophy of value, we ensure that we have a repeatable process that allows us to both mitigate potential risk and benefit from the power of compounding.

Our Process

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.

There are three elements that are critical to the success of our investment decisions:

  • First, a company must have the right management in place, with the right motivation in place; increasing shareholder wealth.
  • Second, the company must be fundamentally sound. Whether we are investing based on a value play or growth opportunity the financial picture must be based on a solid foundation.
  • Third, the company must have a product with increasing sales growth and a plan in place to ensure future growth over the long-term.

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.

The magic in investing. Imagine you had a penny and it was doubled everyday for thirty days. After 30 days you would have over $5.3 million. That is what makes long-term investing at attractive returns worthwhile.