Identifying stocks that offer the greatest potential for superior returns is a continuous process. Our investment process is both nimble and efficient. This allows us to quickly identify the companies with strong and sustainable growth prospects in today’s rapidly changing market environment and enables us to invest in those companies ahead of our competition. Once we have identified and invested in attractive opportunities, we manage risk through constant reevaluation of each company in our portfolio. We constantly monitor each stock’s fundamental and technical performance, allowing winners to run while pruning the underperformers.

Buy Discipline Beginning with the idea generation stage, our daily and weekly routines include various fundamental and technical screens. Our technical research identifies companies whose stocks are experiencing superior relative strength as evidenced by rising stock prices and increasing trading volume. Our fundamental analysis seeks companies experiencing accelerating operating fundamentals such as sales, earnings, cash flow, orders and backlog, as well as positive earnings surprises. In order to evaluate the quality and sustainability of the opportunity, we then dig deeper to identify the drivers behind the numbers which may include new products, new management, renewed industry strength and demographic trends. Once we have identified a stock that meets our fundamental and technical criteria, we analyze its valuation relative to its growth rate and industry peers. Sell Discipline Once we have identified and invested in attractive opportunities, we manage risk through constant reevaluation of each company in our portfolio. We monitor each stock’s fundamental and technical performance, allowing winners to run while pruning the underperformers. Our sell decisions are triggered by deterioration in a company’s share price, underlying fundamentals or industry fundamentals. Furthermore, sell decisions may be based upon portfolio weighting issues or better relative potential performance in other securities. Our sell discipline allows “winners to run” while cutting losses short and thereby maximizing returns and managing risk.

This document is for informational purposes only and does not constitute a complete description of our investment services or investment performance. This document is in no way a solicitation or offer to buy or sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this document, whether stock quotes, charts, articles or any other statement or statements regarding market, individual security or other financial information, is obtained from sources which we and our vendors believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this document should be interpreted to state or imply that past results are an indication of future performance. Furthermore, please note that due to our aggressive style, the stocks we highlight in this document may or may not still be in our model portfolio. Neither we, nor our vendors, shall be liable for any errors, omissions or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as the accuracy, completeness or results obtained from any information contained in this document. Website designed and maintained by YourWEB Services. Please report problems with this site to webmaster@mindsharecapital.com.