Investment Process

A quantitative and qualitative approach to investing.

Our investment process combines quantitative analysis and screening methods with fundamental and qualitative evaluations.

Our process begins with identification and evaluation of a broad spectrum of corporate and industry events by applying filters to screen for the most promising opportunities. It also involves analysis using equity evaluation and volatility metrics and leverages our skill sets to narrow opportunity sets

We conduct fundamental equity analysis through extensive information gathering to achieve comprehensive understanding of a company’s business model, competitive positions and driver for value.

Analytical modeling is used to provide a framework for identifying market inefficiencies and opportunities with favorable risk/reward characteristics for use in security selection processes.

Investment Process

GUALARIO & CO., LLC