Global Macro: flexible allocation to various global markets based on a top-down analysis of global social, political, economic, technological, and demographic trends, and bottom-up research on companies, sectors, and industries.
Idea Generation
Identify opportunity through:
- Macroeconomic analysis
- Industry contacts
- Research reports
- Search for catalysts
Investment Selection
- Target specific region, country, industry, sector, or company
- Identify exposure vehicle including equities, bonds, and currencies
- Conduct fundamental research
- Analysis via contacting company spokespeople, research analysts, suppliers, competitors
- Reviewing financial statements and regulatory filings
- Review risk/reward
- Minimum 3:1 upside potential to downside risk
- Target allocation
Monitor & Review
- Active monitoring of news, events, research, and global markets
- Continual review of risk/reward
- Strict loss-cutting mechanism