When analyzing potential investments and
monitoring existing positions, Tellone Management Group uses a comprehensive
approach that includes cyclical, technical, and fundamental analysis. Utilizing a top-down method that analyzes key
macroeconomic variables and broad market technical indicators, the asset
management committee begins with thorough analysis of the big picture in order
to make economic forecasts and best identify strong sectors. From there, analysis of individual companies
is used to refine candidates and determine which investments provide for the
best risk-adjusted returns. Stock
selection criteria include, but are not limited to, measures of financial
health, profitability, sustainable and increasing dividends, and fair value
assessments. Potential catalysts to
unleash value and provide price appreciation are also critical considerations.
