"Bottom-Up" Approach
The investment process at Witter is successful because it is indeed a full process built upon a research-focused base. All areas affecting the value of a company are thoroughly researched by a team of analysts and portfolio managers. Company management research, industry research, and all other company specific research come together to form a full understanding of a company’s value. Upon generating a strong knowledge of the company and its standing, the company can be rated on a buy or sell level. Combining this rating with attractive stand alone investments and an understanding of industry investment themes leads to the construction of a portfolio. Throughout the process, collaboration is emphasized so as to enhance our confidence in our valuation of each stock.