Performance is attained by a strict adherence to a process of selecting stocks of companies which possess certain characteristics:

PRODUCT/SERVICE GROWTH
The company has a leading / growing position in the market it serves.
VALUATION
After passing each of the investment hurdles, the current valuation of the shares is examined and compared to its industry peers, its own history, as well as the overall market, in order to determine an attractive entry point.
INDUSTRY GROWTH
The company's industry is dynamic:
growth greater than the general economy.
CATALYST
There are prospects for a catalyst which may warrant a higher valuation of the company's shares.
REVENUE GROWTH
Revenues/margins are expanding, which will lead to earnings gains.
BALANCE SHEET/CASH FLOW
The company has a sound financial plan.
 


 
 
 
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