Methods of investment research
Once an investor decides to include shares, or hybrids, or managed investments such as ETFs, LICs, or managed funds, into their portfolio, the inevitable question arises : how do they choose which ones to buy out of the thousands on offer ?
Whilst there are many different approaches for analysing investments, we will share how Lonsec, as a professional research house, goes about its investment analysis and research process.
Lonsec considers the primary purpose of investing in equities is to generate dividend income, capital growth or a combination of both and it is this risk versus reward relationship that determines the attractiveness of those shares as an investment.
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Hybrids are securities listed on the ASX that have elements of both debt and equities. They have experienced a significant increase in market size and popularity in the past decade, however they are not straightforward investments. The reality is that hybrids carry with them significant complexity, and so a thorough research process for these securities is vital.
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Our research process is premised on the belief that managing money is a combination of ‘art’ and ‘science’ and that
there is more than one way to manage money; there are, however, a number of critical ingredients that combine to
produce a quality financial product.
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Note this covers managed funds, ETFs, and LICs/LITs.
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