Peak investment’s philosophy is to deliver superior after-tax returns for you over the long term based on these essential elements:
To ensure we have a clear understanding of companies for inclusion in your portfolio, Peak undertakes company visits, conference calls, company presentations and analyst briefings. However, because of our industry expertise, we also believe in a healthy scepticism towards company and industry forecasts - hence the need to do our own research. This also involves reviewing a range of current broker and industry research.
To contain risk at the stock level, Peak will evaluate securities based on the following:
Individual portfolios are constructed from securities selected from Peak Investment Partners' proprietary research, with portfolios under constant management and review.
RESEARCH PROCESS | ||
Consensus Broker Forecasts | Peak Research universe | Peak stock selection |
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Two key variables per stock:
2. Required rate of return (‘Risk’) • Buy when Price Target > Required Return • Sell when target reached |
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