partner

Identify 

Analyze

Execute

Upward Revisions

Fundamental Research

Execute

Initial Universe
Institutional Strategies: 
  • Core Equity = Market Cap > 10B
  • Select Equity = Market Cap > 400M
  • Smid-Cap Equity = Market Cap Between 400M-20B
  • Small-Cap Equity = Market Cap Between 400M-6B 
Quantitative Model
50% Valuation
50% Earnings Catalyst Model 
  • Investor Expectations
  • Income Statement
  • Balance Sheet / Cash Flow
  • Research Focus List
  • Broad Economic Sector Diversification
Gauge Investor Expectations
  • Key Revenue & Margin Assumptions Underlying Earnings Estimates 
Perform Financial Statement Analysis 
  • Profit & Loss Trends
  • Balance Sheet Quality
  • Cash Flow Analysis
Assess Company Valuation 
  • Company History
  • Peer Group
  • Benchmark 
Portfolio Construction
  • 40-70 Securities 
  • P/E in line or lower than Index
  • Earnings Surprise Higher than Index
  • Estimate Revision Higher than Index  
Risk Control:
  • Market Cap Sensitive 
  • Max Position Size 5% 
  • Max Sector Weight 30% 
  • Relative Sector Weight +/- 10% of Relative Index