Quantitative Analysis
Wood Creek constructs:
- Income-based return models.
- Custom multi-factor benchmarks for relevant investments to monitor style drift and develop risk/return expectations.
- Monitoring guidelines including specific metrics followed for each investment.
- Quantitative parameterizations of each investment, to assess the frequency and severity of expected future gain/loss.
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Qualitative Research
Wood Creek creates:
- In-house research on investment sectors that outline risks and the expected future of the market opportunity.
- White Papers on investment sectors of interest.
- Comprehensive due diligence process that details the financial and non-financial risks of each investment.
- The transparency required for active monitoring.
- Peer group analysis through meetings with and extensive research on sector operators.
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Character and Business Analysis
Wood Creek conducts:
- Extensive reference checks including speaking to business associates whose names were not supplied by the investment principals.
- Onsite operator visits to validate infrastructure,
staffing levels, etc.
- Service provider interviews to validate engagement scope and processes.
- Third party background checks on investment principals.
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