home : process
The investment team meets twice a week, where formal presentations are given. After the presentation, a discussion ensues where additional questions are generated and additional diligence items are identified. The floor is open to a 360° review, as all portfolio managers and analysts participate and provide his/her thoughts. They look for errors of commission and omission, distinguish between bad luck and bad judgment and contemplate process improvements. Once approved for investment, each security has dual coverage.