Investment Process

Our process is based around an evolving model ranking stocks in our investment universe in four quadrants: valuation, price & earnings momentum, profitability & growth, and quality. We implement a bespoke model for each European sector, using the latest insights from academia and in-house research.

How The Model Ranks Stocks

Universe of over 1000 stocks are tracked. The model output is combined with market knowledge to build a portfolio with low risk characteristics and good return potential.

Our process selects stocks with either superior long or inferior short characteristics, so that we can benefit from either upward or downward price movements.