Situation
The client seeks JMI's close collaboration to receive comprehensive support in optimizing their portfolio's performance and making informed investment decisions. By leveraging JMI's expertise, the client aims to obtain valuable recommendations and guidance, enabling them to strategically align their investment choices with their specific goals, risk tolerance, and long-term objectives.
Solution
- JMI conducts weekly portfolio monitoring for the company, encompassing rating metrics, valuation multiples, and cash flows analysis.
- For research purposes, JMI leverages prominent financial platforms such as Bloomberg, Zacks, Seeking Alpha, and Investors Business Daily.
- JMI creates a weekly stock screener to identify potential buy opportunities compared to the benchmark of the SPY US and DVY US Index.
- JMI develops a 'Buy Watchlist' to monitor potential investment opportunities closely. This watchlist serves as a tracking mechanism for identifying stocks with potential for purchase, ensuring that they are actively monitored and evaluated for inclusion in the portfolio.
Outcome
- JMI compiles quarterly performance reports and prepares investor presentations on a quarterly basis. These reports and presentations provide detailed information on the portfolio's performance, highlighting key metrics, investment results, and other relevant data to effectively communicate the performance and progress to investors.
- JMI prepares comprehensive research reports that encompass fundamental analysis, incorporating key factors such as free cash flow (FCF), net debt, earnings estimates, and dividends.