Our investment allocation process combines both a top-down approach that allows us to leverage all our macroeconomic analysis and modelling capability to arrive at a bird’s eyes view regarding corporate profitability and multiple expansion as well as a bottom-up approach that depends first and foremost on fundamental company analysis.
The aim of this presentation is to provide a detailed insight into our bottom-up US and European stock screening process. The result of this process could provide useful ideas to advisory clients with substantial investment experience and above average risk profile.
The screening process will typically arrive at a 15-company short-list. The size of the list represents a trade-off between the optimal number of companies required to achieve a satisfactory degree of diversification and the maximum number of companies that our investment team can follow in detail.