Overview of Stock Investment Process

Overview of the Stock Investment Process

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Image of the Stock Investment Process

Consistent team approach, Reproducible operational processes

 

Stage 1 : Discover investment opportunities through quantitative analysis from a wide range of universes

Discover investment opportunities through quantitative analysis from a wide range of universes

 

Second Stage : In-depth research by a team of experienced analysts

Qualitatively analyze the top 20% of stocks in the ranking and the stocks you currently hold

 

Stage 3 : Disciplined portfolio building

Incorporate stocks with high potential excess returns into the portfolio within the allowable risk range

 

Stage 4 : Portfolio Monitoring

Constantly monitor your holdings and maintain a high-quality portfolio

Note: The Global Research Platform (GRP) is a screening system based on quantitative analysis developed independently by Principal Global Investors.

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