The GUSIF investment philosophy incorporates many disciplines and styles. However, at our core we are a value-oriented investment fund that focuses on long term industry trends, corporate strategy, and financial stability. We are both a top-down investment fund as we focus on strategy and a bottom-up fund as we focus on financial metrics.
Macro Trends & Markets
Big picture view of the global macroeconomic landscape and industry trends
Companies' competitive advantage, future innovation, management, and secular as opposed to cyclical growth potential
Financial Statement Analysis
Work with financial statements, evaluating financial metrics
Perform both comps and DCF valuation