Buy Discipline

Constructed from a universe of approximately 750 companies, our buy list emerges from a filtering process that eliminates companies with:

  • Market-caps below $2 billion
  • Poor earnings quality (i.e. questionable accounting practices)
  • Excessive dilution from stock options or convertible securities
  • Unfavorable valuation
  • Inadequate diversification benefits
Filtered For…
  • Russell 1000 Growth Index (650 Stocks)
  • Plus Approximately 100 "Special Situations"
Filtered For…
  • Earnings Quality
  • Equity Dilution Risk
  • $2 Billion+ Market Cap
Filtered For…
  • Valuation
  • Diversification Effects
Filtered For…
  • Consistent Producers
  • Accelerated Growth Companies
  • Emerging Franchises

EQUITY PHILOSOPHY AND PROCESS

GROWTH STOCK SEGMENTATION

SELL DISCIPLINE