Talson Process

All portfolio construction is guided by Talson’s overarching investment goal: invest in the highest quality opportunities, as measured by a variety of specific, measurable metrics.

We use our extensive networks and tailored technology tools to identify the most promising investments in a vast universe.

  • Networks built over decades produce differentiated insights and are a demonstrable asset in a process that both supports enlightened levels of understanding and helps inform allocation decisions.
  • Quantitative tools based on identifying metrics most associated with long-term success are used to find the most attractive candidates for full analysis.

Qualitative assessments of the most promising candidates are based on the extensive primary research of the senior team.

Quantitative tools are built around our key qualitative insights and constantly evolve to provide deeper understanding of manager skill and its likely persistence.