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The ideal company typically exhibits many of the following traits:
- Low forward P/E
- Improving margins
- Strong cash flow generation
- Strong business models and strong earnings generation
- Excellent potential for continued positive earnings surprises
Portfolio Construction
Portfolio management:
- Leverages stock ideas from their in depth research analysis
- Employs a bottom-up process based on individual security selection
The investment team will make a sell decision when companies exhibit P/E expansion, deteriorating earnings outlook, or significant negative earnings surprise, or when they exceed the 5% maximum position.
Investment Process Chart
Disclosure Investors should carefully consider the fund's investment objectives, risks, charges, and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.
The performance shown represents past performance and is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. From time to time the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields on the Fund are net of expenses and the returns and yields on the indices exclude expenses. Current performance of the Fund may be lower or higher than the performance quoted.
There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for a long-term, especially during periods of downturns in the market.
The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
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