Our Investment Analysis Methodology
We've spent over a decade refining our approach to financial analysis. What started as traditional spreadsheet modeling has evolved into a comprehensive framework that adapts to modern market complexities.
Our methodology isn't just about numbers — it's about understanding the story behind each investment opportunity and providing Canadian professionals with insights they can actually use.
Multi-Layer Analysis Framework
We don't believe in one-size-fits-all analysis. Each investment opportunity gets examined through multiple lenses, and honestly, it took us years to get this balance right.
Back in 2018, we noticed traditional DCF models were missing crucial market dynamics. So we started layering in behavioral analysis, sector-specific metrics, and risk probability modeling. The result? A framework that actually captures what's happening in today's markets.
Quantitative Foundation
Traditional financial metrics enhanced with modern statistical modeling. We use everything from P/E ratios to Monte Carlo simulations, depending on what the situation calls for.
Qualitative Assessment
Management quality, competitive positioning, and market trends. This is where experience really matters — and where most automated tools fall short.
Risk Probability Modeling
Instead of simple risk ratings, we model probability distributions for different outcome scenarios. It gives a much clearer picture of potential returns.
Market Context Integration
Every analysis considers current market conditions, sector rotation patterns, and macroeconomic factors specific to the Canadian investment landscape.
How We Actually Do The Work
The real process isn't as clean as most firms make it sound. There's iteration, revision, and constant checking against market reality. Here's how it actually works:
Initial Data Gathering
We start with financial statements, but that's just the beginning. Industry reports, management interviews, competitor analysis — everything that might affect the investment thesis gets collected and organized.
Multi-Model Analysis
This is where the real work happens. We run multiple valuation models, stress-test assumptions, and cross-reference results. If something doesn't make sense, we dig deeper until it does.
Reality Check & Delivery
Before any report goes out, we ask ourselves: does this make sense in today's market? Would we stake our reputation on this analysis? Only then do we deliver our findings to clients.
Garrett Hensworth
Former portfolio manager at TD Asset Management. Garrett brings 15 years of institutional experience to our Canadian equity analysis team.
Kimberley Chen
Built risk models at RBC Capital Markets before joining selorzenogerio. She's the one who keeps our statistical modeling grounded in market reality.
The People Behind The Process
Our methodology only works because of the team executing it. These aren't fresh graduates running Excel templates — they're experienced professionals who've seen multiple market cycles and understand when to trust the models and when to question them.
Ready to discuss your analysis needs?
Our methodology works best when we understand your specific investment objectives. Let's talk about how our approach can support your decision-making process.