Successful equity investing depends upon access to reliable data and information paired with consistent, methodological assessment of that information. Phocas Financial's equity research includes both proprietary, quantitative valuation models and in-depth qualitative analysis of individual companies.

We analyze each stock from the bottom up, looking at past performance, current prospects and strategy for the future. Using share price as the primary determinant for investing and being cognizant of qualitative risks such as management quality and business strategy, we seek to deliver the best risk-adjusted returns for our investors.