Page 4 - Equus - Intoductory Book
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Structure Evaluation
We conduct front end analysis of coupons, duration, maturity, ratings, portfolio suitability and breadth of ownership.
Management Interview
We make great efforts to contact and build relationships with municipal management teams.
ESG Review
We analyze each investment under an environmental, social and governance lens to gauge additional risks.
Credit Opinion
After following our process, we write a summary opinion of a credit to determine suitability.
Financial Analysis
We review financials and modeling future outcomes to gauge issuer and project risks.
Site Visits
Site visits provide additional insight into the location, significance, and attributes that influence a credit rating.
External Consulting
We reach out to our network of industry experts for insight into the unique segments of the market.
Credit Surveillance
Our initial analysis is just the beginning, and we continue to monitor our investments through news filings and our contact network.
The Equus Research Process
