Small Cap Value Fund:
Research
We believe 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 gather public and published data from databases and other sources.
- We believe we have the experience and knowledge necessary to choose the best data available from the numerous sources available. In particular, we rely more on research into individual companies rather than on consensus numbers.
- We talk with management teams on an ongoing basis.
| Qualitative Criteria | Quantitative Criteria |
|
Governance
Industry Analyses
Management Team Assessments
Contact with Management Teams
Merger and Acquisition History and Prospects
|
Stock Price Appreciation Catalysts Balance Sheets
Income Statements
Cash Flows
Ratio Analyses
|
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 solid risk-adjusted returns for our investors.
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