It Pays to Do your Homework
Many of our private clients take comfort in an investment process that is impressive in terms of its thoroughness.
Even before getting into the numbers, our research analysts invest significant time and effort to fully understanding a company’s dynamics. This includes surveying the market for the firm’s products or services, the risks and opportunities concerning market share, competition, pricing power as well as profitability, analyzing the cost structure in terms of inputs such as labour and materials, leverage from variable versus fixed costs, as well as potential economies of scale, and finally, gauging the company’s financial strength.
The gathering of all this valuable knowledge is critical when we reach the vital stage of interviewing company management. These forums provide key insight into the management team’s capabilities and the soundness of their business plan.
The result of this rigorous analysis provides our portfolio management teams with a basis for investment decisions. The equity teams hold formal meetings weekly, where decisions are made, on a majority vote basis, as to what should be bought, increased or alternatively, trimmed or sold.
Why are we so thorough? Because the more you know, the more likely you are to succeed.
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privatewealth@mcleanbudden.com
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