Collaboration at IronHorse
In the early days of railroad success was predicated on getting the cargo and passenger to their destination. It was determined that achieving this objective took a team. Each member knew of the destination and the role he played in reaching it. The engineer would set the course and create momentum. The conductor would see to passenger comfort and safety. The brake man would work from the caboose to monitor rail to railcar performance. In our space it’s important to have someone who can cast vision toward the destination, a sincere representative to interface with our clients, and a smart hands-on performance minded guy to see it through.
Top Down/Bottom Up
It is possible to find the right balance of return opportunity and risk management. We do so by balancing a global top-down macro analytical process, with traditional value-oriented, fundamental equity research and stock-picking.
IronHorse Macro Investment Strategist David Waddell says, "Money cannot be properly managed in today's dynamic and interconnected world without bringing the entire spectrum of analysis to bear. Macro, micro, fundamental, technical, geo-political, etc. You name it, we're thinking about it. At IronHorse, our views are comprehensive"
Identify, Choose, and Control
A global perspective informs our selection process. A top down view and bottom up approach determines our choices. And, a value of growth philosophy is the control mechanism that moves us toward the desired objective.





