Overview
Safian Investment Research (SIR) philosophy emphasizes a conservative approach to economic and stock market forecasting. In our view, lost capital is more regrettable and more difficult to replace than a missed opportunity. We do not focus on short term opportunities or price moves.
Our research concentrates on sectors of the securities markets and the economy. A unique aspect of our firm, and an underlying thesis of our analysis, is that the stock market is not homogeneous but, rather, is comprised of major sectors whose movements reflect the divergent trends present in the economy, society, government, and in investor psychology.
Therefore, at one time our investment emphasis may be on growth industries, at another it may be on sectors categorized as “value” and, at a third time, it may be on bonds and cash equivalents. Such an eclectic style is called “sector rotation.”