GUIDING PRINCIPLES

SELECTION CRITERIA


"Attractive businesses diversified across life cycle stages provide multiple ways to outperform"

Investment Process – Guiding Principles

We believe…

that long-term investment in concentrated portfolios of well-managed, growing businesses diversified across life cycle stages, will generate consistent outperformance for our clients.

Why this benefits clients…

well-managed, growing businesses diversified across life cycle stages provide multiple ways to outperform:

  • Company Level - well-managed growing companies should produce attractive long term results.
  • Valuation Level - dual valuation methodology provides a better understanding of a stock’s return/risk potential.
  • Portfolio Level - life cycle risk control gives the portfolio the opportunity to perform well in most market environments.