Investment Process
Combining fundamental, bottom-up stock selection with disciplined portfolio construction and risk management, our goal is to maximize total return through investment in companies that display:
- Extraordinary Earnings Growth
- Catalyst for Positive Change / Earning Surprise Potential
- Fundamental Financial Strength
- Management Strength and Vision
A key aspect of our investment approach is early discovery. Research on companies in the initial stages of growth provides a unique window into their ultimate potential for growth. Our investment team members are sector specialists leveraging highly developed, industry-specific knowledge and analysis toward selecting the best available companies for each of our products. This model provides the investment team with a continuously unfolding research perspective in which coverage begins with initial discovery and continues uninterrupted throughout a company's life cycle. Through this structure, thriving holdings migrate upward naturally through our capitalization-defined products.