Process
We construct portfolios by using a combination of fundamental, technical and quantitative tools.
Fundamental analysis highlights the price being paid for the cash being generated by a company. Technical analysis highlights the relative strength, momentum, and accumulation or distribution of a security at different price levels. And quantitative analysis highlights the factors that lead to greater or lesser price swings of a security relative to the market as a whole.
We are disciplined and focused in our process of identifying and monitoring investment opportunities. For fixed income investments we select those instruments best suited for yield with the least probability of loss over a time horizon appropriate for your portfolio. For equities, we invest in specific companies that offer the opportunity for capital appreciation and are appropriately priced, or use ETF's for broad market exposure.
We make informed decisions based upon a process of gathering information on a timely basis and using our judgement as to the relevant factors that should drive a security's price.
We strive to find and invest in the best companies, in the best sectors of the market at the best time.
We also follow and use leading ETF's so that portfolios have exposure to markets or sectors of the market on a cost efficient basis.
Fundamental analysis highlights the price being paid for the cash being generated by a company. Technical analysis highlights the relative strength, momentum, and accumulation or distribution of a security at different price levels. And quantitative analysis highlights the factors that lead to greater or lesser price swings of a security relative to the market as a whole.
We are disciplined and focused in our process of identifying and monitoring investment opportunities. For fixed income investments we select those instruments best suited for yield with the least probability of loss over a time horizon appropriate for your portfolio. For equities, we invest in specific companies that offer the opportunity for capital appreciation and are appropriately priced, or use ETF's for broad market exposure.
We make informed decisions based upon a process of gathering information on a timely basis and using our judgement as to the relevant factors that should drive a security's price.
We strive to find and invest in the best companies, in the best sectors of the market at the best time.
We also follow and use leading ETF's so that portfolios have exposure to markets or sectors of the market on a cost efficient basis.
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P-Squared Capital Management the power of perspective |
