Henderson Rowe - Individual Investment Process

Individual Investment Process

How can you identify opportunities in markets, extract value and protect your position? Henderson Rowe is using its own systems to enhance third party technologies. Our approach borrows techniques and mindsets from traders and applies them to portfolio investing.

We use tough screens at six levels:

1.	At the country level: are an economy’s underlying fundamentals right? At what stage is the liquidity cycle? Where is the money going?
2.	At market level: are the technical features right?
3.	At sector level: which industries or combination of financial and behavioural characteristics are likely to perform at the current stage of the cycle?
4.	At instrument level: the underlying is assessed on traditional fundamentals.
5.	The investment decision is based on fundamental and/or technical factors specific to each stock, convertible, bond, equity, ETF or fund.
6.	The exit is as important as the entry. Stop disciplines, time horizons and targets are implemented at the outset every time an investment is made.

Henderson Rowe is a trade name of Raymond James Investment Services Limited (Raymond James) utilised under exclusive license. Raymond James is regulated by the Financial Services Authority and is a member of the London Stock Exchange.