Our Investment Process
Process drives everything we do at InSight. From our client engagement to InSight-Full® planning, everything is a transparent and repeatable process because we think that is how you find success over time. Our approach to investment management is no different:
The first step is a cross-asset class research of the fundamental underpinnings of the macroeconomics of a sector and bottom up the health of a company’s balance sheet. Our leading indicators for a company’s success are a quarter over quarter increases in free cash flow, sales growth, and momentum in a company’s Price-to-Earnings ratio. For all of our high conviction positions we do a thorough analysis of the company’s return on investment. But, ultimately we look at how that return is reflected in benefits to the shareholders either in the form of buybacks, dividends, or growth. We are not biased to a particular method of return of capital, but find that dividends and buybacks have been a more predictable leading indicator.
In the end our clients own direct exposure to the strongest sectors and individual stocks that drive performance and cash flow. They get this exposure directly and can control taxation better and pay less in fees then they are used to. This way of investing gets what we want out of capital markets, the best risk adjusted cash flow for an investors expected level of risk