From Universe to Stock Selection

A clearly defined process, to filter down from the larger investable universe to companies that enter detailed coverage, a focus list and finally portfoli inclusion.

IME RMS - Valuation Screen

Valuation Screen: Iterative, sortable universe that allows quick & easy analysis across IME’s Investment Universe - with (a) qualitative tagging on quality, growth & momentum factors (b) clearly identified target prices based on the twin-engine framework

IME RMS - Detailed Company Notes

Detailed fundamental analysis notes maintained for all companies in the investment universe, with clarity on the core pros, cons, business outlook and investment views. This level of process rigour ensures nothing slips between the cracks, and helps early identification of trends.