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The securities that make up the portfolios are selected in limited number for the inherent quality and their medium- and long-term growth potential, using research that makes use of databases, fundamental analysis, qualitative analysis and frequent company visits.
While there are subtle differences in how each Edmond de Rothschild subfund is managed according to its specific investment universe, we use the same global investment process.
The European equity model is illustrated below. Using quantitative analysis methods, we reduce the number of companies within the fund's universe to those that meet certain key criteria.
We then implement the qualitative phase of our analysis. This includes analysis of each company's financial documents, as well as on-site visits with management.
Only when we have completed all of these steps and when each company's management and financial statements have been thoroughly screened do we make a decision.
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Equities
