Tag
#process
10 articles
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Building an Exit Framework: How a Rules-Based Sell Discipline Is Designed
An exit framework is the written set of conditions under which a position is reviewed or reduced. Here is how one is designed, documented and reviewed, without prescribing any rule.
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Portfolio Drawdown Management: Planning for Losses Before They Happen
Drawdown management is the discipline of deciding in advance how a portfolio responds to losses. Here is how teams size, document and stress-test that plan before it is needed.
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Portfolio Review Checklist: A Structure for the Periodic Review
A portfolio review checklist is a fixed agenda run at a set interval covering records, positions, structure, performance and process, so every review asks the same questions.
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Systematic vs Discretionary Investing: An Honest Comparison
Systematic investing applies a fixed rule to every case; discretionary investing judges each case on its merits. Here is what each is genuinely good and bad at.
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Tracking a Model Portfolio: Model Versus Actual, Drift and Record-Keeping
A model portfolio is the intended holdings on paper. Tracking it means keeping a dated record of the model, comparing it with actual accounts, and explaining every gap.
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What Is Rule-Based Investing? Rules, Discretion, and What Rules Actually Buy You
Rule-based investing means the decision is made by a written rule applied consistently, not by judgement on the day. Here is what that buys you, and what it costs.
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The Institutional Equity Research Workflow, End to End
Institutional equity research runs a full lifecycle: idea, business map, model, forecast, forensic checks, committee, and monitoring, with AI reshaping each stage.
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What Happens Before an Investment Committee Approves a Stock
Before capital is committed, a committee stress-tests the idea: it attacks the thesis, checks the risks, sizes the position, and attaches conditions.
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Your Thesis Does Not End When You Buy
The day you buy is a handoff from research to ownership. Here is the concrete work a disciplined desk sets up at that moment: record the thesis, stand up the monitoring, and schedule the re-read.
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The Equity Research Process, Step by Step
The equity research process is a repeatable workflow that turns filings and data into a reasoned view: screen, study, model, value, write, and monitor.
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