The Barometer Disciplined
Three Factors Impact Portfolio
Market, sector and security factors each have an impact on portfolio returns. We actively address all three of these factors in our investment process.
An Absolute Return Manager
We focus on identifying emerging and durable themes and taking the time to fully understand what’s driving behaviour.
Security Selection is the
At Barometer, security selection means finding companies that are “good, getting better” and not “broken, getting fixed.”
On a daily basis, we assess market risk and identify market leadership through our top-down methodology.
The process begins with a review of proprietary risk models to assess risk at the portfolio level. In effect, we are asking the question: is now the right time be invested?
We employ a daily screening process across the full universe of global securities.
The bottom-up process is designed to proactively identify leading companies across all sectors of the market to ensure that we have a robust set of portfolio candidates to consider.
Our investment process provides both objectivity and transparency, helping to ensure ongoing engagement with our clients and advisor partners.
Protecting Your Capital
Being a good seller is just as important as finding the right investments in the first place.
Through careful monitoring, we watch for signals of coming change. Our selling strategy adheres to the consistent use of stop/loss alerts, with clear exit prices for every security. This is specifically designed to eliminate the rationalization and emotion from the sell decision. In short, we make sure a small downturn doesn’t turn into a disaster by using defensive measures.
Our Disciplined Leadership Approach allows us to objectively manage client portfolios through all market conditions.