Our comprehensive research effort seeks to identify high quality businesses that are trading at significant discounts to intrinsic value. Qualitative Analysis. We study each company to evaluate the overall quality of its business. Our process includes utilizing our network of industry contacts and analysts to paint a detailed picture of each company before making an investment decision. Quantitative Analysis. Our objective evaluation of each company’s investment prospects examines factors including balance sheet strength, return on investment, growth rates, and valuation. We assess the intrinsic value of each company and then seek to invest at significant discounts to that value.