At Forum we spend the majority of our time understanding the quality of businesses.
- Identifying new investment candidates
- Interviewing company management – the more the better
- Financial modelling
- Getting an "outside-in" perspective by interviewing customers, competitors or other industry sources
- Evaluating new information, e.g. interims.
Within this fundamental company analysis we typically allocate our time as follows:
|
35% |
|
20% |
|
25% |
|
20% |
