Six Step Process
The SCM Research & Investment Management Team utilizes a holistic, repeatable, flexible and proven six step investment process to build and manage client portfolios. This internally developed process is the foundation of our ability to attain above benchmark returns with below market risks for our clients over full market cycles.
Macro Economic and Market Analysis
Initial Stock Idea Generation
Preliminary Stock Valuation
Exhaustive Fundamental Stock Analysis
Portfolio Construction and Risk Control
Portfolio Oversight and Sell Decision
Repeatable FLEXIBLE investment process that generates consistent long-term capital protection and net alpha IN CHANGING MARKETS.