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Strategy

Strategy

Global Top-Down / Bottom-Up Process

Our Approach

A study of the fiscal and monetary policies in place

An analysis of the geopolitical factors affecting the various key geopolitical factors affecting key economies

A disciplined method for valuing securities

Global Top-Down Research
  • A study of the fiscal and monetary policies in place
  • An analysis of the geopolitical factors affecting various economies

arrow Thematic approach to investing producing portfolios that will benefit from economic, political and social trends.

Bottom-Up Fundamental Analysis
  • Profitability
  • Return on equity
  • Price/ earnings ratio
  • Earnings momentum

arrow Intrinsic value of a security.