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Process
Investment Research Process
Hellman, Jordan Management Company, Inc., a family office, is an active equity investment manager, focused on high return, risk controlled opportunities, primarily in U.S. growth stocks.
The investment research process can be described in 3 stages:
Step I:
Create fundamental and technical overview to develop risk/reward parameters within equities for next 6-12 months.
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Market analysis
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Economic analysis
Step II:
Search for dramatic earnings growth within industries and sectors due to specific economic change.
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Theme, sector, industry
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Earnings, P.E.
Step III:
Stock specific research is segmented into two distinct efforts.
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Quantitative Analysis
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Qualitative Analysis
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