Our Research Approach
An intensive effort
Our research analysts are industry specialists who evaluate current and prospective portfolio companies from all angles to assess the growth potential and soundness of each business. Their due diligence process includes qualitative and quantitative analyses, thorough examinations of financial reports and regulatory filings, and regular meetings with management teams, customers, suppliers, and competitors. This deep, fundamentally-oriented approach provides us with unique, first-hand knowledge of investments in your portfolio.
In our experience, a company’s ability to create shareholder value over time is at the core of every successful investment. When assessing opportunities, significant emphasis is placed on a company’s:
- Fundamental operating model
- Financial characteristics
- Industry dynamics and durability of competitive advantages
- Quality of management
- Ability to generate and efficiently reinvest cash
- Growth potential
Research and analysis, paired with the sound judgment of our Portfolio Managers, enable us to better understand the factors that determine an investment’s success.
We continually refresh our list of 'best businesses' as we identify companies that, in our view, have superior topline and earning compounding prospects and hence the potential for outperformance over the long term.
Meet Our Research Team
Comprised of industry specialists with extensive backgrounds in finance and accounting, our proprietary research effort has been a cornerstone of the firm since our founding.Learn more