Our investment process focuses on companies that are growing revenue, margins and earnings. When you find these three factors accelerating at the same time, there is a good chance you have a stock that’s going to perform well. We often find that companies with these characteristics are at the beginning of a new product cycle, and much of our stock analysis is concentrated on finding those companies.

We marry our fundamental work with macroeconomic analysis, which helps us identify where we are in the business cycle. This informs our risk appetite: aggressive in bull markets, defensive in bear markets. Finally, we use technical analysis to time our buys and sells.

Our investment process focuses on companies that are growing revenue, margins and earnings. When you find these three factors accelerating at the same time, there is a good chance you have a stock that’s going to perform well. We often find that companies with these characteristics are at the beginning of a new product cycle, and much of our stock analysis is concentrated on finding those companies.

We marry our fundamental work with macroeconomic analysis, which helps us identify where we are in the business cycle. This informs our risk appetite: aggressive in bull markets, defensive in bear markets. Finally, we use technical analysis to time our buys and sells.