The Investment Strategy of our Focus Growth is straight-forward: construct a stock portfolio of companies that we believe can collectively deliver mid-teens earnings per share growth over the next five years while incurring only moderate risk. It is our aim to invest in companies best positioned to capitalize on long-term growth opportunities. Our Investment Team looks to generate returns by identifying market-leading companies that offer the potential for sustained, above-average growth in revenues and earnings. Companies must meet the following criteria:
Once a company has been added to the Portfolio, we monitor it closely. Our research-intensive Investment Process enables us to not only identify unique growth opportunities but also maintain our intimate knowledge of the company's financial and competitive position.
We believe that we have a sustainable competitive advantage in our investment approach, driven by our concentration, long-term orientation and discipline.
Dan Davidowitz   |   CIO & Portfolio Manager