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Our Methodology



Once we've determined our macroeconomic overview, Global Associates conducts highly-detailed fundamental analysis that prioritizes industry sectors and geographical locations around the world to identify the most appropriate opportunities. While the process from top-down macroeconomic research to specific investment selection is ongoing, we conduct regular reviews of our investment weightings and holdings on a continual basis. Before inclusion in your bespoke portfolio, all potential investments are subjected to a rigorous due diligence process. This includes:

  1. 1. Where applicable, we meet with company management teams; evaluate their operations and the short, medium and long-term prospects for their business and their industry.

  2. 2. We are attracted by defensible corporate strategies that display clear, plausible business potential. Our analysts need to be able to explain how the business makes money in clear, simple language and, for risk management purposes; they need to be in a position to identify the key variables that represent the difference between success and failure for the business.

  3. 3. We refuse to invest in companies harboring risks we are unable to understand and quantify. Being familiar with the drivers of an opportunity and the risk therein is critical to our aim of preserving client capital.

  4. 4. We seek out corporates with a steadily-increasing cash flow stream. In our experience, growing cash flow improves potential future value, mitigates risk, and increases long-term strategic flexibility.


Risk Management

Risk Management is among the most important elements in our approach to preserving capital and enhancing returns.
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Research

Global Associates delivers insightful and comprehensive research aimed at improving visibility and increasing investor understanding of all companies
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Our Markets

Despite seemingly ubiquitous commentary to the contrary, free market capitalism continues to represent the best route to prosperity
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About You

Global Associates' clients come from a variety of backgrounds and include wealthy individuals, entrepreneurs, professionals and foundations.

    Our Mission

    Global Associates' mission is refreshingly simple: We aim to provide each and every client with the optimum investment solutions that are flexible enough ...

Our Markets

Despite seemingly ubiquitous commentary to the contrary, free market capitalism continues to represent the best route to prosperity