Boutique CIO provides research covering security selection, sector research, market outlook, manager research and due diligence, and asset allocation.
Market Outlook
We identify investment opportunities through a comprehensive macro-level analysis that takes into account various long-term trends and themes, including industry, regional, commodity, currency, monetary, rate, fiscal, and regulatory factors. This approach also allows us to consider opportunistic or event-driven trades that capitalize on market dislocations.
Fundamental Research
Our fundamental approach emphasizes a deep understanding of each sector and its unique drivers. This includes an evaluation of a company's business strategy, key products, market segments, competitors, and growth projections. We also assess balance sheet strength, profit margins, free cash flow, capital structure, and credit metrics. Investment ideas are derived from a range of sources, including internal research, proprietary modeling, third-party research firms, industry conferences, and company communications. Our Fundamental approach is further bolstered by the use of our proprietary factor modeling. Statistical analysis and database of over 1200 companies further differentiate our abilities.
Sector Research
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.
