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Belgravia Capital | Investment Process
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Investment Process

Investment Process

TOP-DOWN AND MACRO-ECONOMIC ENVIRONMENT ANALYSIS

Carried out by the investment team in order to assess its potential impact on equities and across markets.

FUNDAMENTAL RESEARCH

Of the companies falling within our investment universe.

Fundamental research is the one element of the investment process that requires more dedication by Belgravia Capital, focusing on three key aspects:

· The microeconomic features of the sector in which the company operates, with special attention to secular growth, market concentration, regulation and price elasticity.

· The strategy, quality and motivation of the company’s management team.

· Financial analysis, based on Dupont ratios, valuation multiples, sum of the parts etc.

Historically, stock picking accounts for 70% of our performance.

EXTERNAL ANALYSIS

Of the market’s view on the stocks covered.

FILTER ANALYSIS

To assess the direction in the key demand drivers (intrinsic value, promotion and distribution) that determine individual stocks trends.

TECHNICAL ANALYSIS AND EVENTS CALENDAR

To set target prices to open and close positions.

Portfolio performance analysis

Aimed at evaluating achieved performance vs objectives and the degree of success of the investment process.

ACEPTAR
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