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