I manage portfolios of global stocks (large and mid cap) for institutional clients and high net worth individuals. My goal is to build Cabot clients' wealth by finding and investing in high quality, undervalued companies. I do this through in-depth research of companies' current operations, potential, and risks. My approach to stock selection and portfolio construction aims to balance quality, valuation, and momentum. Three beliefs differentiate my equity research process: Combining fundamental analysis with quantitative tools produces the best outcome; Avoiding psychological bias and behavioral traps is at least half the battle of investing; Primary research (e.g. customer interviews, uniqu