A Market Neutral Approach to Complement
Traditional Fixed Income Allocations
We challenge your vision, build actionable business strategies and develop a strategic business plan to move you from current state toward your definition of an Exit Plan. Our approach is not to put a lot of paper into a three-ring binder that collects dust, but rather to build a comprehensive set of linked, but separable near-term actions focused on isolating tactical and strategic planning imperatives that will result in outsized results (the 80/20 rule).
Our Approach
• Benchmark Company vs. Peers
• Develop competitive SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats)
• Assess Viability of Organic Growth
• Evaluate Feasibility of Acquisitive Growth
• Assess leadership and management talent and identify gaps
• Ensure leadership and management agree with and buy in to the future direction
• Document who is going to do what, by when and what results are expected
• Development of tracking mechanism for each 90 day period to assess progress and take corrective action to stay on course.
Team-Based Approach
Research Analysts are industry experts with an average of 10 years of experience.
The Energy/Utilities Research Group (made up of Research Analysts) challenges the investment thesis and determines the approved list.
The Portfolio Team is responsible for security selection and managing portfolio risk.