Asset Management

Who We Work With

  • Public Equity
  • Fixed Income

What We Do

Deal Evaluation & Investment (Public Equity)

  • Macroeconomic Research
  • Industry Overview
  • Initiating Equity Report
  • Financial Modeling
  • Public Market Valuation
  • Discounted Cash Flow
  • Sensitivity Analysis
  • Covenant Monitoring
  • Analyzing Deal Viability
  • Business Due Diligence
  • Returns Analysis

Managing & Growing the Portfolio (Public Equity)

  • Performance Monitoring of Portfolio Companies and Comparables
  • Broker Research Summaries
  • Updating Models
  • Public Market Valuation
  • Precedent Transaction
  • Portfolio Valuation
  • Macroeconomic Research & Update

Deal Evaluation & Investment (Fixed Income)

  • Sovereign Credit Analysis
  • Credit Analysis Memo
  • Security Analysis Memo
  • Financial Modeling Focusing on Operating Ratios and Liquidity
  • Liquidity Analysis
  • Covenant Monitoring
  • Off-Balance Sheet Exposure
  • Ascertain Credit Rating Based on Fund Specific Standards
  • Business Due Diligence

Managing & Growing the Portfolio (Fixed Income)

  • Market Performance Monitoring of Coverage Companies and Related Securities
  • Newsletters
  • New Issue Monitor
  • Updating Models
  • Macroeconomic Research & Update
  • Database Creation & Maintenance
  • Portfolio Reporting
  • Investment Committee Notes