As a firm, CW Associates exists to research, identify and analyze undervalued and unknown small and mid-cap stocks for our clients. Each year, we review more than 500 stocks, giving us insight on which companies will outperform over the target investment horizon. These insights allow us to identify the variables that will affect its price, and give our clients the knowledge to invest the right time.
Like most equity researchers, CW Associates, utilizes industry standard calculations and modeling software, along with crude assessment techniques to review raw data, prior to putting that data through our own in house algorithms and modeling software.
As in all industries time is crucial, this applies even more so to the investment industry. Once we have identified an undervalued stock or financial instrument, we than begin our process of longitudinal tracking. At this moment, both ourselves and our clients begin to undertake risk. The research that we have previously conducted provides for minimal risk.
Due to the strict criteria which we apply to investment targets, very few of the financial instruments we analyze result in recommendations to our clients. Out of the 500 dossiers which we compile, less than 3% result in recommendations to our clients a year, on average.