Hellman, Jordan Management Co., Inc.

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