INVESTMENT PROCESS:
Quantitative Analysis:
- Removes emotional element from the decisions
- Allows faster detection and reaction to deteriorating fundamentals
- Provides the ability to analyze large quantities of information
Fundamental Analysis:
- Looks past the numbers to judge the true value of a business
- Determines the quality of the company's management team
- Understands the key earnings drivers in all market environments
Technical Analysis:
- Understands the short-term behaviours of a stock market to provide a clear picture of future price changes
- Helps predict the best time to buy or sell a security
- Allows us to take advantage of the market
COMPANY SELECTION PROCESS
The Doug Lambert Group invests in well-researched, high-quality companies with strong fundamentals and the following characteristics:
- Stable business with consistent and sustainable earnings
- Sound financial conditions with a history of profitability
- High-quality quantitative characteristics
Each company included in the model portfolios must pass a rigorous screening process before being selected.
The following are examples of some of the screens we utilize:
- CPMS (Computerized Portfolio Management Service)
- CIBC World Markets Equity Research
- CIBC World Markets Fixed Income Research
- Credit Suisse Equity Research
- Morningstar Equity Research
- Bloomberg Research
