Seeking Alpha·2025-05-16 19:20Core Insights - The article introduces Azlaan Mansuri as a new contributing analyst for Seeking Alpha, encouraging others to share investment ideas for publication and potential earnings [1]. Group 1: Investment Strategy - The focus is on long/short equity strategies, emphasizing deep fundamental analysis to identify undervalued stocks for long positions and overvalued stocks for short positions in global equity markets [2]. - Detailed financial models are built using discounted cash flow (DCF), relative valuation, and scenario analysis to assess company fundamentals, growth potential, and associated risks [2]. - The analyst delivers high-conviction investment recommendations through comprehensive research, aiming to drive alpha generation for the fund [2]. Group 2: Market Monitoring - Continuous monitoring of market trends, sector dynamics, and macroeconomic factors is essential to adjust strategies and optimize portfolio performance in real time [2]. - Collaboration with the Portfolio Manager is highlighted for sizing positions, managing risk exposure, and navigating challenges such as short squeezes or market volatility [2].