INVESTMENT SELECTION PROCESS
Macro Strategy. A thorough review of Technical Market Indicators: Trend, Sentiment, Seasonality, and Fund Flows. This weekly process is derived from Technical analysis.
Asset Level/Sector Strategy. Using various resources including our own proprietary Sector Rotation Strategy to determine where money is flowing.
Daily monitoring, Ongoing due diligence, watching each portfolio, investment and new ideas daily to determine when to buy or sell.
Technical Review and Analysis. Review of Supply & Demand, Relative Strength, Chart Patterns and Short/Intermediate/Long Term Indicators to determine buy/sell signals
Fundamental Review and Analysis. Using Qualitative, Key Financial Data, Valuation and Corresponding Research to filter down new ideas to use in appropriate portfolios.
Screening resources regularly. Using various third party trusted resources and research to generate new ideas.