Investment Research

Our dedicated research team includes several Chartered Financial Analysts (CFAs) and Chartered Alternative Investment Analysts (CAIAs), each of whom maintains a deep focus on one or more market sectors. The team convenes several times each week to strategize, conduct company reviews, share updates, and discuss macro factors affecting capital market movements.

Casting a wide net, then culling the very best

Using a range of independent sources, our analysts continuously screen for companies that meet our investment criteria, looking at competitive moats, financial strength, experienced, shareholder-friendly, management teams, and more. Only once we have determined a company possesses the requisite characteristics is the potential investment presented for consideration and vetting by the entire research staff. Thereafter, we accept, reject, or defer investment in the shares of these companies on behalf of our clients.