What we don’t do is make knee-jerk reactions to economic data, look to Wall
Street for our investment ideas or follow speculative investment fads. We search
for stocks which hold a promise for above-average earnings growth: growth that
is consistent with or above what investors expect. Furthermore, we primarily
invest in companies that promise high relative growth but not hyper growth.
There also has to be a reasonable relationship between this growth and what
investors are currently paying - valuation. Our investment process focuses on a
number of investment factors and influences that we have identified as being
crucial to defining winning companies and winning stocks through almost thirty
years of experience. Our process is very structured and disciplined – we
consistently analyze the same investment criteria to distinguish superior
investments, regardless of shifting market sentiment. Our quantitative
techniques are applied against the Compustat database (owned by Standard &
Poors) which allows us to analyze about 15,000 large cap and mid-cap companies
in an effort to create the optimal portfolio.
