Research Process

Diligence requires a great deal of groundwork, on a multitude of fronts.

A rigorous research process, focused on credit fundamentals, allows us to construct portfolios comprising high quality issues.

We implement our research process the same way, every day. We do not take shortcuts, or deviate from our process, regardless of deal flow or market conditions.

Five Step Research Process.

  1. Rigorous, In-Depth Credit Analysis
  2. Direct Communication with Management Teams
  3. Proprietary Analytics
  4. Comprehensive Financial Analysis
  5. Trading Analytics