Lotus Capital provides access to valuable, independent and objective fundamental research with a long-term growth objective. Every security that we purchase has undergone three levels of analysis. The first, qualitative screen excludes shares by prohibited sectors. Our second level, quantitative screen further eliminates companies with high debt / interest component amongst others. These first two moral screens establish the permissibility of the investment. Finally, we conduct in-depth fundamental analysis to determine the desirability of the investment from a valuation standpoint.
We conduct client specific research. This often involves industry and company research which results in us producing industry and company profiles for our clients. We also produce due diligence reports, business plans, feasibility studies, proprietary modeling and valuations as well as competitive / benchmarking surveys.