A proven process that successfully served our global client base through a series of economic cycles. We identify value, determine it's potential and capitalize on the returns once that potential is uncovered.
Before committing to an investment we undertake a comprehensive assessment to determine the level of risk. Typically we analyze and cross reference the potential of a security based on the following attributes;
The introduction of a fresh security into a pool of existing assets can affect the overall balance of the portfolio. To make the incorporation process as smooth as possible we perform a series of evaluations based on the potential performance fluctuations caused as a result of including the asset as part of an active portfolio under management.
The specific metrics used to determine the quality level of a potential investment is a measure of our dedication and commitment to risk management. We examine the following characteristics as part of a continuous process;