How We Invest
How We Evaluate Quality
Key attributes often include:
Superior Product or Service
Durable Business Model
Financial Attributes of Portfolio Holdings
Our Investment Process
Focused and purposeful
350-400 management meetings annually
Stock scoring model
Quarterly portfolio reviews
Proprietary Risk Management Tools - Discipline and process can help mitigate human bias
Portfolio dashboard that measures whether behavior in context of a market environment aligns with expectations
Weekly tool that evaluates 25 fundamental, valuation and technical factors and helps to identify candidates for additional examination
Quarterly forensic accounting review by Manager of Risk Analysis. Companies with low grades discussed by team at portfolio reviews
We believe companies who carefully evaluate ESG risks and opportunities in their businesses are equipped to create shareholder value with less risk over time. Our approach is non-concessionary, meaning we will not sacrifice performance in favor of any ESG factor.
Proprietary Sustainability Assessment for every portfolio holding.
Focus on Materiality
Guided by SASB standards on materiality we look for financially material and decision-useful information in our research.
Start building your portfolio with Ranger Investments today.