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Decision Making Process
Portfolio Manager Thomas Dinsmore chairs the meetings where each investment in the portfolio is examined by the group. His overall investment style would be characterized as GARP (Growth at a Reasonable Price). The Portfolio Managers and analysts are constantly attending company presentations both at investment bank sponsored conferences and company analyst meetings. DCM backs up all analysts’ conference notes and investment research on its internal research drive. The access is easy and immediate if an investment decision is needed in a short period of time. At the twice weekly meeting each analyst presents their views of the investments for which they are responsible and then gives a recommendation of whether DCM should buy, sell or hold each investment from a fundamental and quantitative viewpoint. Analysts present their notes from any recently attended conferences, earnings calls or company presentations. We regularly review the convertible universe seeking attractive investments. Once DCM decides to invest in a name a quantitative analysis of the convertibles structure, yield, premium, call features, the company’s capital structure amortization schedules and general profile are analyzed to invest in the best possible security to achieve the investment goal. To keep the group apprised of the macroeconomic environment, recent economic reports are reviewed and discussed.
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