Main Menu Fairview Investment Research Process Investment Decisions Based on Rigorous Research. The Fairview Capital investment research team is dedicated to a diligent and disciplined process. Headed by the Director of Research, our accomplished team of in-house analysts focuses on actively monitoring portfolio holdings and making sound investment decisions for clients. Our research team members are highly credentialed and experienced in the art of security analysis. They are committed to being available to our clients to address any questions regarding portfolio strategy, market outlook, specific holdings or any other topic. IN GENERAL, THE RESEARCH PROCESS FOLLOWS A LOOP, ILLUSTRATED BELOW: IDEA GENERATION At the top of the loop is the first step in the research process: idea generation. To find new investment ideas, we employ several methodologies: (1) We utilize quantitative screening tools designed to identify what we believe are high-quality companies trading at inexpensive valuations. (2) We generate ideas by reviewing independent research, investment newsletters, trade publications, company annual reports, and by actively communicating with our network of industry colleagues. (3) We review SEC filings to analyze portfolio actions taken by industry colleagues that we respect. (4) We review recommendations provided by third-party research providers. INVESTIGATIVE PROCESS PURCHASE DECISION PORTFOLIO MANAGEMENT & MONITORING PORTFOLIO ADJUSTMENTS Risk Management OFFICES: San Francisco Bay Area Office 300 Drakes Landing Road, Suite 250 Greenbrae, CA 94904 (415) 464-4640 Pittsburgh Office 103 Brilliant Avenue, Suite A Pittsburgh, PA 15215 (412) 963-9160 Client Logins Contact Us Nothing in these materials should be construed as investment or legal advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable law. Terms of Use and Conditions | Privacy Policy | Cookie Policy | Form CRS | Form ADV © 2021 Fairview Capital Investment Management, LLC We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Do not sell my personal information. Cookie Settings ACCEPT