Our investment approach is centered around an in-depth understanding of each of key sectors and their distinct drivers. We undertake an evaluation of a company's business strategy, key products, market segments, competitors, and growth projections within the context of each sector. This sector-level analysis allows us to gain a deeper understanding of the opportunities and challenges within each sector. By considering the interplay of sector-specific drivers and a company's fundamental characteristics, we believe we are able to make better decisions within the context of the broader market.
