Split Rock Private Trading monitors the condition of it's separately managed accounts on a continuous basis. The investments within these accounts are consistently evaluated and analyzed in order to ensure the best possible portfolio performance. We take an adverse approach to buy-and-hold techniques. We believe a profitable portfolio must be cultivated; it must be pruned and trimmed in order to provide the best returns possible. There are no breaks. The market never sleeps. Split Rock understands this, and this is why we are always doing our best to keep on top of the market.
Each week at Split Rock begins with an updated research report on current industry happenings pertaining to our current holdings. We want to know what is happening. We need to know what is happening. Staying on top of the newswire is paramount. Understanding each industry is key to our investment decisions. We want to ensure we are fully educated on a position before we invest in it. We hope that by better understanding where each positions is headed, we can provide better gains for our clients while subsequently minimizing their losses.
Our analysts are relentlessly scouring industry filings (10-K, 10-Q, 8-K, etc.) in order to garner the most complete and accurate view of a company as possible...Ensuring that our positions continue to align with our investment objectives. When new information presents itself, we want to be among the first to know about it.
We use company filings along with other powerful research tools to evaluate the fundamental and technical health of both prospective and current investments. On a daily basis our analysts monitor our holdings for new earnings statements and significant insider activity among other important fundamental indicators. We spend time analyzing a company's financials in an effort to help determine a firm's valuation and cash flow situation. In order to better understand where a company is headed, we want to know how they are spending their money.
On top of maintaining research on current holdings, Split Rock is constantly using market analysis and industry discussion to mine for valuable derivative plays on traditional investments. We understand that there are many branches on the same tree, and as such, there are many ways to find value in a particular industry. New positions are regularly evaluated against existing positions in order to ensure that our Seperately Managed Accounts are filled only with investments that provide value to their shareholders.