Investment Process - Equities

After we have determined your benchmark and appropriate asset allocation, our analysis turns to what countries, sectors, style (value or growth) and size (large capitalization or small) of equities we want to purchase for your portfolio. This is called your equity sub-asset allocation. At Fourth Quadrant Asset Management we take a unique and comprehensive approach to determining sub-asset allocation and it always begins with a thesis or a reason we wish to invest or not invest in a particular equity sub-asset.

Once we have proposed a thesis, rigorous research ensues and we follow the process below in order to pose a specific portfolio action:

Equity Investment Process - Industrials Overweight Case Study

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