Research: Screening and Due Diligence

 

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Sonoma International deploys a selection of assets when screening for a new recommendation. Incorporating our network of sector and industry partners along with our inhouse research team, we look to identify opportunities that showcase our diverse approach to wealth management. We believe that this and our ability to recognize disruptive companies that offer great value is a major factor in our performance.

Our screening process, conducted by the research team integrates 3 main areas which must qualify for consideration:

  • Company – A complete and forensic examination of the businesses industry, competitors, financials and growth prospects
  • Value – Not just it’s current intrinsic value, but what we believe the company will achieve within any given timeline.
  • Management Team – A conclusive review of officers in charge, their track records, compensations and shareholder agreements.

Once these have been satisfied and a position secured, a recommendation is then generated and shared with our clients.

Compiling a wide selection of industry peer related insights and whitepapers from the relevant sectors is just one part of the Sonoma screening process. Having the right team to disseminate the information also underlined by a principle of macroeconomics and a thorough top-down mentality the Sonoma research team are constantly updating our advisors on current trends and global economic situation which may affect our portfolio.

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