Process - buy discipline

Companies must possess powerful technical characteristics in order for them to be included in the Fund. We look for companies that possess the following characteristics:

  • Financial strength: including an improving balance sheet, conservative accounting, operating leverage and sufficient liquidity.
  • Solid business model: including predictability of earnings, sustainability of growth, competitive environment/pricing power, experienced management, and are under-followed by Wall Street.
  • The Fund also seeks to acquire stocks that are "under accumulation"

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