Process: We apply rigorous and systematic approaches to stock selection, fundamental research and value creation to manage risk and deliver return

Seven Step Investment Process

Harmony’s Unique Investment Tools

Sub-Sector Screening Process
Industry SSCP Model
24 Months of Fundamental Research, including 100 ​​​​Interviews; Integrity Analysis, Red Flags
Immediate, Mid-Term and Long-Term Value Creation Plans (4 Value Drivers; Change Management Programs)
Strategic Consulting Tools (Team Management, Problem ​​​​​​​​​​​​​Solving Process)

1.      Idea Generation


2.      Screening


3.      Portfolio Building


4.      Fundamental Research


5.      Value Creation Programs


6.      Change Management


7.      Trading