Overview of Investment Strategy
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. We aim to perform a detailed analysis on each investment to create a well-rounded and diversifed portfolio.
Areas of Focus
Macro Trends & Markets
We consider both the global macroeconomic landscape and long term industry trends in our investment analysis. Our Markets team provides an overview of global conditions in a bi-weekly newsletter.
When analyzing companies, we consider their competitive advantages, future innovation, and secular growth potential. When analyzing companies, we consider their competitive advantages, future innovation, and secular growth potential.
Financial Statement Analysis
A major component of our research includes analyzing companies' financial statements to gauge profitability and understand the management's plans for the company.
We utilize a variety of techniques in valuing companies, including both a comparable companies analysis and a discounted cash flow analysis.