The framework blends factor forecasting with deep fundamental analysis to measure how companies create, sustain, and drive value. It captures performance drivers across valuation, discounted cash flow models, profitability and growth metrics, and market and accounting risk. The unified dataset feeds our proprietary equity ranking system, the foundation for both research and capital allocation. This process supports targeted portfolio construction across income, value, high-growth, and thematic strategies, anchored by consistent analytical discipline.
The Equity Ranking system also underpins our client portfolios and can be accessed through tailored research products or model portfolio solutions.
