Squadra · Building Family Wealth
Squadra investments

Equity selection

Polaris Conviction

Our equity analysis and selection method.

Visual recreation of Starship on its launch pad beneath a blue sky
Starship · SpaceX · Visual recreation

The process

From evidence
to portfolio.

Five stages: identify ideas, test the thesis, assess potential returns, size the position and review the portfolio.

  1. 01

    Identify ideas

    Signals and catalysts that point to an investment opportunity.

  2. 02

    Test the thesis

    Assess the business, competitive advantages and risks against the evidence.

  3. 03

    Assess valuation scenarios

    Valuation scenarios and potential returns in light of the time horizon and risks.

  4. 04

    Size the position

    Portfolio weight, entry point and limits based on conviction and risk.

  5. 05

    Review the portfolio

    Reassess the thesis, valuation and risk. Adjust positions accordingly.

We apply this method to equity selection within active investment advisory.

Explore active investment advisory