top of page

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.

  • Market analysis

  • Economic analysis


Step II:
Search for dramatic earnings growth within industries and sectors due to specific economic change.

  • Theme, sector, industry

  • Earnings, P.E.


Step III:
Stock specific research is segmented into two distinct efforts.

  • Quantitative Analysis

  • Qualitative Analysis

© 2021 Hellman, Jordan Management Co., Inc.

bottom of page