1 Solaris conducts risk screening to arrive at an 'Investable Universe' of  200-250 companies.

2 Investable Universe Analysis

The team conducts industry analysis, company meetings and does modelling and valuations of all companies in the Investable Universe, using both qualitative and quantitative techniques to arrive at an expected return of stock.

3 Expected Returns Platform

• The Expected Return of a stock is compared against the expected return for the Universe, to arrive at an "Excess Return".
• The size of Excess Returns is used to generate portfolios.
• The typical portfolio size is 40 to 70 stocks (20-40 for Solaris High Alpha Australian Equity Fund).

Another critical factor in the Solaris investment process is the analysts (who are most knowledgeable about the prospects for a stock and who analyse the stocks) are also the portfolio managers.