Our Investment Process
A key component of our investment success is our top-down investment process, which begins with macro-level analysis before selecting securities.
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Top-Down Process
We believe our top-down investment approach enable us to actively exploit a greater opportunity set for generating outperformance.
To develop portfolio themes, we analyze economic, political, and sentiment drivers.
Our macro driver analysis enables us to identify securities that best capture the high-level themes in our outlook and forecast.
A fundamental analysis is conducted in order to identify securities with strategic attributes that provide competitive advantage over their peers.
