Research & process

Our process involves three steps:

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• Our quantitative analysis which involves structured reports produced by algorithms

• Our qualitative analysis which is based on 90 years of collective experience

• Our technical analysis

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Allen Cooke: "Part of our qualitative process involves tracking the macro economic environment, in addition, on the quantitative side we calculate cash flow ratios, earnings growth and compounding cash flows.  Bob Cooke: "We may observe four or five different technical indicators in order to create a technical picture on an individual security." Allen Cooke: "Using standard deviation analysis of trading values provide insight into current price relative to historical averages. 

 

With these processes, we create investment strategies, such as Smart Yield and select the highest quality individual securities in multiple asset classes and industry sectors.