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:
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:
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.
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.
Deep understanding that informs better decisions
Portfolio manager makes a decision to invest—or not invest.
Renewing the process
Test and retest the case for or against a security.
Use continuous learning to inform analysis of future opportunities.