Primary Investment Considerations (or First Principles)

Investment analysis can be highly challenging. Each Issuer of securities (the company seeking your investment) differs in significant ways from others, and it’s easy to miss “the forest” for a few particularly compelling “trees.” Therefore, it is essential that you apply a consistent approach to your analysis that first identifies the fundamental rationale for an enterprise, before digging into the many other considerations which are also important when considering a potential investment.


If you want to learn more about Primary Investment Considerations (or First Principles), our complimentary white paper provides a further framework for getting to know the fundamental “Why’s” behind a given business. Once understood, an Investor is in a much better position to consider the many other important factors (the “What’s”) which can affect an investment’s performance.





In the interest of accessibility, here are some terms that any investor should be familiary with.