Exceptional research is a hallmark of Acuitas and is critical to our success. Our research approach is fundamentally based, forward-looking, and supplemented by quantitative analysis.
Focus - We focus on inefficient areas of the market where our managers will be able to exploit their skill to the fullest extent.
Robust idea generation - Our idea generation is a key part of our research. Early identification of great investment teams is particularly critical in inefficient markets, where products fill up quickly.
Deep, qualitative research - Onsite, face to face meetings with our managers aren't just important; we can't assess a manager without them. Visiting managers' offices allows us to assess the depth of the team and improve our knowledge of the process.
Supplemental quantitative analysis - Acuitas conducts robust analysis of portfolio decisions, characteristics and return patterns. That said, analysis of historical returns and holdings means little without a qualitative understanding of how the team generated the returns, why the team bought and sold the stocks that they did and how those decisions fit within the process.