Our team does serious work on the names we own, summarized briefly here. Quantitative screening is great, but we see it as a first step, mostly to eliminate companies we won’t consider no matter the “value”.
As you may know, we run 4 equity sleeves (Compounders, Value, Growth, and Core). Here is the latest presentation. As a preview to the process, we’ve included two of the latest one-page summaries:
We’re happy to discuss in more detail the decision process and names we cover, or deeper research reports behind the names. Just email us at [email protected] with any requests, or click here to request Content Hub access.
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