Screening process
How our equity screening process works
From intake list to ranked recommendations — the steps Deploymesh Hub follows in every screen and watchlist review.
Our screening process is deliberately slow enough to catch weak theses and fast enough to finish before your next capital decision. It is the same spine whether you book a Watchlist Review, commission a fresh Equity Screen, or prepare for earnings season.
Intake and constraints
You send tickers or screening rules: markets, sectors, valuation ceilings, leverage limits, and any hard exclusions. We confirm what is in scope and what we will not cover.
Document and peer read
Analysts review recent results, notes to the accounts, and a tight peer set. Price charts are secondary; business quality and balance-sheet stress come first.
Score and argue
Each name receives a short internal score across earnings quality, leverage, competitive position, valuation stretch, and liquidity. Disagreements inside the team are recorded, not smoothed away.
Live session
We walk the ranking with you, pressure-test your attachments to favourite names, and note where evidence is thin. You leave knowing which debates remain open.
Written summary
Within three business days you receive ranked recommendations, discard or park notes, and monitoring questions for the next review cycle.
What we refuse to pretend
We do not claim predictive accuracy on next week’s price moves. Screening improves the quality of the list you hold — it does not eliminate market risk. If a name survives our process, it has a coherent thesis; it is not a promise.
Ready to start
Request a review or browse consultation options to match the process to your list.