Workshops and training

Modelling, valuation and memo writing for new members.

New members develop practical skills in financial modelling, valuation, reading filings and writing investment memos.

Training is done on live cases rather than textbook examples.

Members who have mastered a subject teach it to the next intake.

Our process

Source

Identify companies, markets and investment themes.

Diligence

Analyse fundamentals, data and key risks.

Decide

Present the investment thesis to the committee.

Office interior in the 1990s
Market data on a screen
Presentation hall with a chart

Source

Identify companies, markets and investment themes.

Diligence

Analyse fundamentals, data and key risks.

Decide

Present the investment thesis to the committee.

Office interior in the 1990s
Market data on a screen
Presentation hall with a chart

Source

Identify companies, markets and investment themes.

Diligence

Analyse fundamentals, data and key risks.

Decide

Present the investment thesis to the committee.

Office interior in the 1990s
Market data on a screen
Presentation hall with a chart