Strategy
Investment Approach
- Scrutinize both company- and industry-level fundamentals to identify companies with characteristics that support sustainable double-digit earnings growth.
- Focus on high-quality earnings, strong free cash flow growth, shareholder-oriented management, and rational competitive environments.
- Exploit differences between secular and cyclical trends.
- Limit portfolio holdings to the most attractive growth opportunities across industries.
Past performance is not a reliable indicator of future performance.
Risks
Typical Investor
For investors seeking to build capital over the long term who can accept the price fluctuations inherent in common stock investing.