Separately Managed Accounts
Securities with low expectations factored into the price.
Price under-performance coupled with growth markets and solid company fundamentals.
Attractive valuations relative to projected growth rates.
Over or underweight market sectors to beat benchmark index.
Individual Security Screening
Price Under-performance (Out of favor with Investors)
2. Detailed Balance Sheet Analysis
3. Business Plan Review
Wall street expectations
Competitor, Customer, Supplier, Employee due diligence.
Catalyst to Return to Investor Favor
4. Calculate Buy and Sell Targets
Normalized Operating Metrics at Average Valuation
Diversified Large Cap
Index - S&P 500
Market Cap: > $5 billion
Diversified Small Cap
Index – Russell 2000
Market Cap: < $5 billion