The most difficult component of investing is the question of price versus value. Do today’s prices reflect the underlying value and which projection of the future prices is right. To help build a foundational perspective to better answer these questions, we use economic data that feeds into investment ideas and eventually into specific companies. Just as importantly, the workup’s that are done and presented to us each month using a visual graphic component provide our teams with historic information allowing for a reasonable projection into the future. This allows our overall opinion to influence the Investment decisions that eventually push into our written and oral presentations to clients.
Economic Evaluation Helps Define Potential Growth Components