Equities

Bottom-up? Top-down? Getting in first?
What is your preferred approach to investing?

Many investors use what is known as a “bottom-up” approach in driving their investment decisions. These investors believe that superior returns can be achieved by digging deep into companies’ balance sheets and performing an analysis of various fundamental financial ratios to determine which companies to hold in their investment portfolios. They typically prefer an active management style and a portfolio consisting of individual securities.

Other investors prefer employing a “top-down” approach to investing. These investors believe superior returns can be achieved by analyzing secular trends in the macro-economic environment and then subsequently overweighting their portfolio accordingly. They typically prefer a passive management style, holding country and sector-specific indexes as opposed to individual securities.

Yet a third type of investor believes superior returns are gained by “being first to the party”. In the best of possible worlds, this investor wants to invest in a company before its securities even begin trading on a given stock exchange.

Whether you are an active investor who likes holding individual stocks, a passive investor who prefers holding indexes, a new issue player, or a blend of all three, the Burak Hannon Brojde Group can provide equity solutions designed exclusively for you.