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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.

Watch the video to learn more.

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.