TECHNICAL EXECUTION

The Technical Framework

The Technical Framework

The Technical Framework

Turning fundamental conviction into disciplined capital deployment.

Turning fundamental conviction into disciplined capital deployment.

The MGQI Fundamental Layer identifies businesses worth owning. The Technical Execution Layer helps determine how capital is deployed once a business qualifies.

01 — FROM CONVICTION TO EXECUTION

Fundamentals Find the Opportunity. Technicals Guide the Deployment.

Fundamentals Find the Opportunity. Technicals Guide the Deployment.

Fundamental research helps identify businesses with the characteristics required for long-term compounding.

But identifying a great business is only the beginning.

Once a company qualifies through the fundamental layer, technical analysis helps us understand how market leadership is developing and how capital can be deployed with greater discipline.

02 — THE THREE SIGNALS

Reading Market Leadership

Reading Market Leadership

RELATIVE STRENGTH

Identifying Market Leadership

Relative Strength helps identify businesses demonstrating superior relative performance and emerging or sustained market leadership.

PRICE ACTION

Reading the Structure of Leadership

Price action helps assess how that leadership is behaving through bases, breakouts, consolidations and periods of strength or weakness.

VOLUME

Understanding Market Participation

Volume provides insight into the strength of participation behind significant price movements, helping distinguish meaningful accumulation from weaker price moves.

03 — CAPITAL DEPLOYMENT

From Fundamental Conviction to Capital Deployment

From Fundamental Conviction to Capital Deployment

FUNDAMENTAL SELECTION

Momentum • Growth • Quality • Institutional Ownership

QUALIFY

MARKET LEADERSHIP

Relative Strength

TECHNICAL SETUP

Price Action • Volume

CAPITAL DEPLOYMENT

Initiate • Add • Hold • Trim • Exit

04 — INVESTMENT PRINCIPLE

Fundamentals determine what deserves capital. Technicals help determine how that capital is deployed.

Fundamentals determine what deserves capital. Technicals help determine how that capital is deployed.

The objective is not to predict short-term price movements.

The objective is to deploy capital progressively as fundamental conviction and market leadership align, while responding objectively when that leadership strengthens or weakens.

05 — DISCIPLINED EXECUTION

A Framework for Action, Not Prediction

A Framework for Action, Not Prediction

Technical analysis is used as an execution discipline rather than a standalone stock-selection system.

Relative Strength helps identify leadership. Price action helps interpret its structure. Volume helps assess the participation behind important moves.

Together, they provide a structured way to manage capital after fundamental conviction has been established.

The Goal Is Better Capital Deployment

The Goal Is Better Capital Deployment

MGQI combines fundamental business analysis with disciplined technical execution — seeking to own exceptional businesses while allocating capital according to the evolution of market leadership.

Back to the MGQI Framework