Our equity team utilizes the best ideas of each professional to manage our clients' portfolios, applying an effective balance of quantitative
modeling and fundamental, experience-driven research with a disciplined decision process.
The Equity Discipline
Proprietary Quantitative Application
Three distinct models provide rankings: Fundamental, Technical, Risk Assessment
Models are run concurrently, but scores are not combined
Intensive Qualitative Evaluation
Prospective opportunities drawn from top rankings
Internally conducted research
In-depth fundamental analysis focusing on company specific inputs to evaluate quality of the firm.
Macro-economic and industry specific analysis to gauge the long-term viability of each investment opportunity given the current market environment and position in the business cycle.