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A PASSION FOR EXPLORATION

Our investment analysts’ journey to uncover opportunities for our clients.

Our analysts


Curious. Astute. Experts in their fields. With diverse backgrounds—from medicine to geology—our analysts bring unique perspectives to their work.

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      THE SEARCH BEGINS

      Turning expertise into insights

      Analysts immerse themselves in their area of expertise—such as industrials, energy, or technology.

      Determine the most promising companies to follow based on specialized insights.

      Conduct full securities analyses using state-of-the-art screening tools.

      What they look at:

      • industry growth prospects and conditions
      • the competitive environment
      • valuation assessments
      • potential growth
      • risk/return characteristics
      • full corporate life cycle assessments
      • regulatory analyses

       

      Armed with data, our analysts decide which ideas are worth a firsthand look in the field.

       

      IN THE FIELD

      Covering every market in which opportunities exist

      Fellow analysts travel together—often, both equity and fixed income—to study companies from every angle.
       

      Meet with senior executives and front-line employees to get a deeper understanding of what’s going on in their companies.

      What they explore:

      • worker productivity
      • modernization of facilities
      • quality of product
      • business execution
      • regulatory analyses

       

      Round out the analysis by digging into what suppliers and customers are saying about the company.


      Sit down with legislative, regulatory, and other public officials to ask about issues that could affect a company’s prospects.


      BACK HOME

      Vetting and debating ideas with colleagues

       

       

       

       

      Turn findings from site visits into comprehensive company evaluations.
       

      Define pros and cons of investment ideas.

      Make the case to discerning, experienced portfolio managers.

       

      THE INVESTMENT

      Deep understanding that informs better decisions

       

       

       

       

       

       

      Portfolio manager makes a decision to invest—or not invest.
       

      LOOKING FORWARD

      Renewing the process

       

       

       

       

       

      Test and retest the case for or against a security.

      Use continuous learning to inform analysis of future opportunities.