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.