Our Investment Philosophy
Invest in best in class, large- or mega-cap companies that are critical businesses that provide needed services or products, or are evolving to address potential, future markets or demand, and are currently undervalued versus its history and its sector peers and/or broader market because the market consensus is negative on the short-term outlook for the company despite a stable or positive longer-term outlook and financial standing.
Metrics to use:
- Valuation: P/E, Fwd P/E, P/B, P/FCF (absolute and relative);
- Longer-Term Outlook & Financial Standing: orders, billings, balance sheet health (e.g. low debt), quarterly dividend
