We find that our top-down method of investment is compatible with a screening approach. Our financial analysts search for companies with particular characteristics in terms of region or industry and perhaps exposure to a theme. We select companies based on their forecast ability to share in the profit and stock performance of an attractive sector or region amongst other criteria (for further information on this, please read the “How We Invest” section of this website).
When companies are excluded from our universe, we can substitute another company with similar exposure to our areas of interest. Thus, we feel that having a screened universe does not limit our potential investment performance. Companies which appear in client portfolios as a result of positive screens must still meet our financial standards and provide an opportunity for healthy investment returns.
We are mindful of environmental, social, and governance factors when picking stocks, but they neither guarantee nor prevent successful investments.