Research Before
Allocation.
Our investment process is designed to move deliberately from research and due diligence to risk assessment, capital allocation and active monitoring.
90% Research.
10% Capital Allocation.
Conviction Is
Earned Through Process.
Capital allocation is the final step of a much larger decision-making process.
Global Legacy Capital begins by developing an understanding of an opportunity through research. From there, opportunities move through due diligence, risk assessment and investment review before capital allocation is considered.
Once capital is deployed, active monitoring continues the process as markets, conditions and investment theses evolve.
From Research to
Active Monitoring.
Research
Develop an understanding of the market, opportunity and underlying investment thesis.
Due Diligence
Examine the factors that support, challenge and shape the investment thesis.
Risk Assessment
Consider potential opportunity alongside downside exposure and relevant risks.
Investment Review
Bring the research, diligence and risk considerations together for further evaluation.
Capital Allocation
Determine whether the research and level of conviction support the deployment of capital.
Active Monitoring
Continue reviewing the investment thesis and relevant conditions after capital has been deployed.
Research
The process begins with research. Before an opportunity can move toward capital allocation, the objective is to develop a deeper understanding of the market, asset or business and the underlying investment thesis.
Research establishes the foundation for the decisions that follow and helps determine whether an opportunity warrants further evaluation.
Due
Diligence
Research leads into deeper due diligence designed to examine the factors supporting the investment thesis and identify considerations that may challenge it.
The objective is not simply to find information that supports an opportunity, but to develop a more complete understanding before moving further through the investment process.
Risk
Assessment
Potential opportunity is considered alongside potential downside exposure and other relevant risks.
Risk assessment helps place the investment thesis within a broader decision-making framework before capital allocation is considered.
We Don't Chase Markets.
We Study Them.
Investment
Review
The investment review brings together the research, due diligence and risk considerations developed throughout the earlier stages of the process.
At this stage, the opportunity can be considered in the context of the broader investment thesis and the level of conviction developed through the research process.
Capital
Allocation
Capital allocation comes after research, due diligence, risk assessment and investment review—not before them.
When the research supports the investment thesis and the opportunity warrants action, the process can move from analysis toward capital deployment.
Active
Monitoring
Capital deployment does not end the investment process. Investments and relevant market conditions continue to be reviewed after allocation.
Active monitoring allows the investment thesis to be considered as conditions evolve and new information becomes available.
We Invest Alongside
Our Investors.
Let's Discuss Your
Investment Goals.
Connect with Global Legacy Capital to learn more about our research-driven investment philosophy and approach to capital allocation.
Request a Private Consultation