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Once all the facts have been gathered, the we evaluate a investment by its risk and reward over a specific time frame.

The risk to reward profile is generally determined through an edge in information or insight. Informational edge is fact-based and is generated during the fundamental research process. An edge of insight is more qualitative and comes in many forms. Fundamental Research – Once an idea has been generated, rigorous analysis is performed to uncover the facts that will lead to an investment decision. Facts and insights are ascertained through the following: Company Management – The Investment Manager meets with company management to better understand its strategy and to judge the ability and integrity of the people running the business. The Investment Manager interacts with management on company visits, conference calls and industry conferences. Frequent contact with management helps an astute investor notice changes and trends that drive business dynamics.