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How we select stocks
Our UK advisory stock selection committee comprises members from our offices in London, Jersey, Guernsey and the Isle of Man. Meeting at least once a month, the committee works closely with specialists across 16 different sectors.
The committee focuses on the mix of sectors, styles and bottom-up stock themes, while the sector specialists select stocks that best reflect the themes identified by the committee.
The committee considers Canaccord Genuity’s in-house research in conjunction with external research and other information resources, such as Bloomberg. Feeding into this process is Canaccord Genuity’s proprietary valuation and analytical tool, Quest®.
You can find out more about how we research and analyse investment opportunities by watching our video with Simon McGarry, Senior Equity Analyst:
Quest® is Canaccord Genuity’s proprietary equity valuation system and analytical tool. For nearly 20 years it has been used by some of the world’s largest institutional investors. It provides superior data integrity and generates and compares investment ideas across sectors and markets.
All our investment teams have the advantage of using Quest®, helping us to evaluate new investment opportunities and analyse approximately 9,000 companies covering around 95% of total global market capitalisation.
Quest® was developed with three key principles in mind:
By combining the powerful ability of Quest® to identify companies that generate attractive cash returns on invested capital with our qualitative overlay and our disciplined approach to relative valuation, we aim to produce a portfolio that will generate excellent and consistent returns for our clients.
QUEST® is registered in the UK and in the USA, and common law trade mark rights are asserted in other jurisdictions. Quest® is produced by Canaccord Genuity Limited which is authorised and regulated by the Financial Conduct Authority (FCA).
Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.
Your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.