After our Quantitative Stock Screening process, we institute our extensive Internal Fundamental Bottom-Up Research Process combined with our Proprietary Portfolio Construction and Risk Management.
Portfolio Positions are regularly monitored.
The Investment process is Mechanical, and comprised of 4 Pillars (i.e. Growth Objective, Strong Barriers to Entry, Capable Management and Attractive Valuation):
Growth
Minimum Revenue growth hurdle rate of 4% and mid to high single digit earning growth to earn compounding value
Evaluation of Barriers to entry
Intensive industry/company analysis to identify competitive advantages and barriers to entry
Detailed assessment of barriers to entry to ensure strength of the business model
ARI Management test
Evaluation of Operating track record
Evaluate Management’s ability to properly allocate capital
Thesis Verified by extensive field research
Valuation
Employ cashflow based methodology to value securities
That helps us identify candidates suitable for our portfolios
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You are leaving the website of Applied Research Canada. Please note that Applied Research USA does not provide investment advisory services, in Canada or to Canadian persons. Investment advisory services for Canadian persons are provided by Applied Research’s Canadian affiliates.
You are leaving the website of Applied Research USA. Please note that Applied Research Canada does not provide investment advisory services, in USA or to U.S. persons. Investment advisory services for U.S. persons are provided by Applied Research Investments and U.S. affiliates.
