- Screening
- Identify mispricing
- Leverage network of contacts
- Fundamental analysis
- Company meetings / site visits
- Speak to experts
- Buy, hold, sell, wait, do nothing
- Investment committee approval as required
- Sizing and structure based on risk-reward payoff
- Update assessment for new information
- Stay on top of the story
- Qualify against investment philosophy
- Stress test valuation and assumptions
- Refine hypothesis
- Qualify against investment philosophy
- Stress test valuation and assumptions
- Refine hypothesis
- Update assessment for new information
- Stay on top of the story
Scroll to top