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Process of Analysis

The basis of our market sector research and analysis process incorporates a ’top down’ vision, taking into account a plethora of global economic conditions, from breakthroughs in technology to world politics. After reviewing the process as a whole, we evaluate and examine individual industries, enabling us to pin point which sectors currently offer the best investment opportunities for our clients.

We continue to analyze the market, in order to highlight and select opportunities within areas that illustrate good potential for investment in accordance with pre-set criteria. We specifically evaluate the quality of the business or corporation, the strength of the balance sheet, current cash flow and liquidity and crucially, the potential for expansion and growth. This deliberate, intense method of selection is implemented to ensure that we are justifiably offering a viable, sustainable and secure investment and effective wealth management.

The final stage of our selection strategy focusses on valuation. We strongly believe that whenever circumstance permit, it is highly beneficial to purchase stock at a discounted rate in order to achieve long-term value. For an opportunity to be considered for potential addition to a client’s portfolio, it must have satisfied each and every detail of our extensive evaluation and analysis.