Investment Process

At Phillips Ray, our goal is to achieve excellent results in any market climate. We focus on this objective through investment decisions that are based on research and analysis of quantitative and qualitative factors.

Foundation: Our research begins with daily investigations and discussions regarding current financial status and climate of public companies. Our sources include all reasonably available public information, as well as strong relationships in the hedge fund, investment advisory and business communities.

Quantitative Analysis: Dependent on the size of the position under consideration, our educated investment decision is based upon:

  • Discounted cash flow analysis
  • Earnings analysis
  • Industry comparison
  • Balance sheet analysis
  • Financial risk assessment

Qualitative Analysis: Dependent upon the size of the position under consideration, our educated investment decision is based upon:

  • Management Capabilities
  • Industry dynamics
  • Insider Buying/Selling

Send mail to bphillips@phillipsray.com with questions or comments about this web site.
Last modified: January, 2018

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