The Five Stages of Our Asset Selection Process
Our five-stage Asset Selection Process is made up of 55% fundamental analysis, 25% quantitative analysis and 20% technical analysis. To put that in a more general sense, we combine top-down analysis at the macro level with bottom-up analysis at the micro level, then bolster it all with a robust and sophisticated risk management process.
The result is a collection of incredibly successful — largely long/short — portfolios dominated by equity positions based on current market conditions.
- Top-down / bottom-up analysis
- Identifying opportunities
- Opportunity stimulation
- Opportunity analysis
- Risk management
Read the framework details below to learn more about our overall Asset Selection Process.