We manage our investments on a pro-active basis. As much as possible, we try to anticipate changes and take appropriate action, rather then reacting to them. Our investment process begins with information gathering and analysis which yield forecasts upon which we base our investment decisions. Following implementation of these decisions, our disciplined investment philosophy carries on; continuously monitoring, adjusting and fine tuning our investment portfolios to ensure that they meet our clients' objectives efficiently.
Our analytical work employs a top-down approach by first looking at the "big picture" and then focusing on the "fine print", hence our investment process starts with a look at the global economy. From there, we focus more closely on the North American scene and intensify our analysis of various economic sectors. Finally, we do a detailed fundamental analysis of individual companies. The distillation and analysis of this data allow us to make forecasts, assess risks, and determine the most efficient portfolio of investments.