Investment Considerations

We find that our top-​down method of invest­ment is com­pat­i­ble with a screen­ing approach. Our finan­cial ana­lysts search for com­pa­nies with par­tic­u­lar char­ac­ter­is­tics in terms of region or indus­try and per­haps expo­sure to a theme. We select com­pa­nies based on their fore­cast abil­ity to share in the profit and stock per­for­mance of an attrac­tive sec­tor or region amongst other cri­te­ria (for fur­ther infor­ma­tion on this, please read the “How We Invest” sec­tion of this website).

When com­pa­nies are excluded from our uni­verse, we can sub­sti­tute another com­pany with sim­i­lar expo­sure to our areas of inter­est. Thus, we feel that hav­ing a screened uni­verse does not limit our poten­tial invest­ment per­for­mance. Com­pa­nies which appear in client port­fo­lios as a result of pos­i­tive screens must still meet our finan­cial stan­dards and pro­vide an oppor­tu­nity for healthy invest­ment returns.

We are mind­ful of envi­ron­men­tal, social, and gov­er­nance fac­tors when pick­ing stocks, but they nei­ther guar­an­tee nor pre­vent suc­cess­ful investments.