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Portfolio construction is bottom-up and team members operate as sector specialists utilising a stock-rating system. The focused coverage list is around 350 companies and each is awarded an aggregate score based on an assessment of management, competitive advantage, attractiveness of industry, earnings surprise potential (short term and long term), EPS growth and valuation. The focus on bottom-up stock selection means that company visits are high at over 1500 a year. The core list of best ideas comprises 80-100 stocks and these are applied across all similar mainstream accounts resulting in a 85% commonality. Stock selection outside of the core list must still be from the universe of companies identified in the first stage of the process.