Investment Research Process

Hellman, Jordan Management Co., Inc. is an active equity investment manager, focused on high return, risk controlled opportunities, primarily in U.S. growth stocks.

The investment research process can be described in 3 stages:


Step I:
Create fundamental and technical overview to develop risk/reward parameters within equities for next 6-12 months.
  • Market analysis
  • Economic analysis

Step II:
Search for dramatic earnings growth within industries and sectors due to specific economic change.
  • Theme, sector, industry
  • Earnings, P.E.

Step III:
Stock specific research is segmented into two distinct efforts.
  • Quantitative Analysis
  • Qualitative Analysis