Portfolio Management Process
At InView, Portfolio Management is as important to client
performance as Security Selection. We seek to optimize the return potential
of our portfolios while minimizing risk in order to add incremental returns
to client performance.
Our Investment Database (comprising portfolio holdings as well as research companies
not held) is the primary facilitator to our Portfolio Management
process. We rank order the companies by IRR (Rate of Return)
to focus research resources on the greatest incremental
Which portfolio investments offer the most attractive returns?
The database directs research efforts to value-add weighting decisions..
Which research companies offer the most attractive returns?
The database identifies companies to replace low return investments..
do changes in a business impact potential investment return?
The database quantifies ongoing forecast changes to quickly assess
changes to return. It assists us in determining what a business must
achieve to meet our return requirements.
result of our portfolio management process is the identification of portfolio
actions that can be opportunistically taken to add to the portfolio’s