Mr. Guild: We are a global investment manager, and have been doing global investment since 1971. Our basic investment philosophy is to do a global macro top-down analysis to find the most attractive countries and industries, and then we do bottom-up research on the individual companies within those industries and countries, which we feel are most attractive.
TWST: Do you have a certain investment style? Do you look for growth?
Mr. Guild: Our approach is macro with growth drivers. We are driven by growth.
We use fundamental analysis as opposed to technical, although we do consider
technical factors a small amount. We are not mathematically driven. We don't use
mathematical models to determine what to invest in. Our approach is basically
fundamental bottom-up research after we have determined which economies and
countries are most attractive, based on social, political, and economic trends.
Tickers included in this excerpt: CEDC, HRBN, TTM, YZC
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