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Stock Selection - Analytical Criteria


Macro Environment
Local/Global Economy
Currency
Sensitivity
 

Sector/Industry
Market Share
Sector Growth
Competitors

 

 

Technical Analysis
Shareholding structure
Institutional Ownership
Free Float
Charts
Liquidity

Management
Commitment to shareholder value
Experience
Track Record
Share Ownership
Personal Objectives

 

Fundamental Analysis
Key Performance Indicators
Valuation Ratios
Earnings Momentum
Dividend Growth
Cash Generation
Debt Ratios
 

USPs
Intellectual Property
Barriers to Entry
Pricing Power
Sales Visibility
 

Asset Allocation

Stock Selection - Screening Process

Investment Process

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Copyright © 2007 Close Wealth Management Group - All rights reserved.
Close Private Asset Management Limited is authorised and regulated by the Financial Services Authority and offers services only available in the UK. Close Private Asset Management Limited is registered in England No 1644127, with its registered office at 10 Crown Place, London EC2A 4FT and is a subsidiary of Close Brothers Group plc. It is a member of APCIMS. Close Wealth Management Group is the trading name of a group of companies that includes Close Private Asset Management Limited.