The Haney Group Strategy

By Author: Haney Chua
Total Articles: 1
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The Haney Group was founded on the concept of long term commitment, due dilligence, and desire to identify and select the right companies for our clients financial portfolios.

Our strategy at The Haney Group focuses on precise information and timing, which we achieve through research. Through utilising the latest technology we are able to identify market sector and consumer trends that posess the potential to show strong capital growth to our clients. By collating more accurate information both ourselves and our clients are able to make better decisons. Oour approach to risk analysis is then balanced and consistent depending upon our clients requirements.
Ultimately we as a company seek to identify and invest in undervalued companies within well-performing market sectors prior to the wider investement commnunity.

We ourselves continually striving to achieve excellence, and in that persuit we continually review our methodologies.

• Technological Innovation
• Consolidation and Convergence
• Economies of Scale
• Demand Growth

Research

The Haney Group is commissioned ...
... by its corporate client base to review within the region of 500 – 1000 listed companies per annum. The raw data collated during this research is bound and published to be sold to the client only. Clearly this puts The Haney Group in a strong position to forecast which companies will perform well in the marketplace over a given 18 month period.

From those companies we are commissioned to monitor, each year we are able to select as many as sixty small cap equities which meet our strict criterion. At this point we commence our proprietary analysis process.
Once we have identified an company that is potentially undervalued on the stock exchange, our multi-layer review process means that we analyse all relevant aspects and make an objective decision as to whether that company or instrument maybe suitable for our clients, depending of course on their investment and ethical preferences. The Haney Group' proprietary review process has been developed in-house over the past 13 years. Naturally all rudimentary analyses such as reviewing earnings reports, forecasts, and valuations, are included at the first phase of review, and are then frequently reviewed.

Once we have identified an instrument as suitable for a particular client we develop and define a strategy for entering and exiting the instrument. In some instances it is a long time before we feel the moment is right to invest, whereas in other cases it is critical that we act immediately.
Ultimately due to our diligent review process we are left with no more than a dozen situations per annum that are suitable for recommendation to our institutional clients. Indeed it is sometimes the case that we make as few as six recommendations, due to the clients preferences and investment objectives

Essentially The Haney Group seeks out successful undervalued companies with, excellent management that are good in financial condition, and are dedicated to creating shareholder value.

Company Overview

The Haney Group is a boutique equity research and management firm based in Hong Kong. The company was founded in 1999 by a diverse private wealth consortium of financial professionals, with a combined knowledge of the stock markets, tax legislation, legal compliance and market analysis.
The company is founded on fundamental principals of integrity, long term commitment to our clients, and transparency.
At the Haney Group we are conscious of the fact that todays market place is as competetive as ever, and we strive to achieve excellence in all aspects of our work here to operate at the top of the industry.