Fundamental Stock Selection + Quantitative Portfolio Construction
Broad Mandate
- Unconstrained by geography, sector or market capitalization
- Can take advantage of valuation disparities across these factors
- High active share
Fundamental Stock Selection
Repeatable process anchored by Foresight's "three bucket framework" (right)
- We screen for value and momentum (both price and fundamentals)
- Next, we analyze the business models and drivers
- We assess valuations and upside/downside scenarios to reach a verdict on the risk/reward presented by the stocks
Quantitative Portfolio Construction
- High conviction portfolio of approximately 40 stocks
- Systematic approach aims to keep subjectivity and emotion out of position sizing decisions