OVERVIEW

CORPORATE LIFE CYCLE


“Investing across the Corporate Life Cycle allows participation in most market environments“

Risk Management – Corporate Life Cycle

Portfolios are diversified across the three middle stages of the Corporate Life Cycle as this is where the combination of growth and predictability of cash flow is most prevalent.

By focusing on these stages, the “all or nothing” binary outcomes associated with companies in the early and late (forced change) stages are generally avoided.

Portfolios are constructed using this disciplined process to maintain integrity, diversification and balance in order to maximize the probability of outperforming in most market environments.