Process
Select the relevant tab to view key information on the five-step investment process.
| STEP 1: |
AIM:
To focus our attention on the areas of the market showing the most potential for outperformance |
TOOLS USED:- Screening tools
- Company announcements
- Management contacts
- OMIGSA analysts
- External analysts
|
OUTPUT:
A list of companies that appear to show potential for outperformance |
| STEP 2: |
AIM:
To understand the companies' fundamentals and confirm the potential for outperformance |
TOOLS USED:
This step is driven by the internally developed Long Term Equity Fundamental Analysis Template |
OUTPUT:
A list of companies whose fundamentals have been confirmed and whose valuations are compelling |
| STEP 3: |
AIM:
To decide whether to buy, continue to hold or to sell |
| TOOLS USED: |
OUTPUT:- A buy list
- A hold list
- A sell list
|
| STEP 4: |
AIM:
To create a portfolio that minimises the risk of capital loss as well as outperforming the benchmark |
TOOLS USED:- Portfolio construction rules
- In-house IT systems
|
OUTPUT:
Diversified portfolio |
|
| STEP 5: |
AIM:
To ensure that we have taken the appropriate amount of risk |
TOOLS USED:
In-house IT systems |
OUTPUT:
Portfolio designed to outperform within risk controls |
|