At the core of our research philosophy at MWR is a measured, value-oriented investment discipline that often requires taking contrarian positions. We believe our approach helps us cut through market turbulence and enables us to take advantage of temporary dislocations in stock prices of quality companies.
Our stock selection process relies on rigorous fundamental analysis. This involves a thorough evaluation of a company’s industry, products, operating model, management and competitive strategy. We assess financial position and performance outlook to estimate total return potential within the context of risks involved.
Ideas that emerge from our research process are added as recommendations to our flagship Focus List. As we seek to uncover sectors and individual investments where the greatest value can be found, our sector weightings tend to vary from those of the S&P 500 and other market indices. MWR investment advisors rely on the Focus List as a framework for constructing equity portfolios.
In addition to investigating national and international investment opportunities, our research team covers a number of companies based in the Pacific Northwest. Many of these businesses have become prominent worldwide and have an enormous local impact. Our Northwest coverage and familiarity with regional trends are strategically important for our company and our clients.