At Dorchester we maintain a disciplined approach to portfolio construction. Research drives this process and is based on our portfolio managers’ fundamental, quantitative, and technical analysis which is complemented with the best of outside research provided by brokerage firms across the globe and top ranked private services retained by our firm.
Our approach to portfolio management emphasizes individual security analysis and selection, while maintaining an understanding of the secular and cyclical forces shaping the financial and economic environment.
Broad, global themes are discussed regularly with a view to taking advantage of any top down insight that may be understood. Capital market valuations are considered in implementing our recommendations regarding asset mix, industry weights, and specific company exposures.