Explore an in-depth portfolio review that delves into the core of each business within your portfolio, ensuring a robust financial health assessment. To provide a more accurate valuation, we leverage our own valuation model for each company. Our meticulous analysis spans up to five years of data, ensuring consistent revenue, earnings, cash flow, operating margin, and ROE, coupled with manageable or declining debt. We also consider major institutional valuations and market sentiment towards the business, ensuring that clients hold undervalued companies, favoured by major institutions and thus reducing the risk of a declining stock price.

In the final stride, we conduct precise technical analysis, exploring price action and chart patterns while employing a range of indicators. Our aim is to seek confluence to flag potential risks. If any concerns arise, you’ll have the opportunity to engage with a senior investment team member who will guide you towards more favorable opportunities. This holistic approach ensures that your portfolio remains strong and dynamic in the ever-evolving market landscape.