U.S. Growth Equity Team
Growth Investing With a Valuation Discipline
We believe many growth investors underappreciate the role of valuation in finding stocks that will outperform the market.
WHAT WE BELIEVE
We believe investing in quality growth companies whose stocks are mispriced enables us to outperform over time. Our intense focus on finding companies with strong management teams, sustainable business models, and attractive financials helps us identify durable business franchises that can sustain growth for a long period of time.
Because we believe the price you pay for an asset matters, we seek to purchase quality growth companies when they are attractively valued:
- No one metric is sufficient for valuing all companies
- By using multiple valuation methods we can build a more complete picture of what a company is worth
WHY THIS MATTERS
It is a common misconception that an investor can outperform the market by simply investing in the stocks of growing companies. We believe many growth investors underappreciate the role of valuation in finding stocks that will outperform the market.
By applying our bottom-up, fundamental analysis to identify quality growth companies and then utilizing various valuation methods, such as discounted cash flow analysis, absolute and relative multiple analysis, and other non-traditional valuation analyses, we are able to build a more holistic picture of what a company is worth. We believe this focus on investing in growth companies that are attractively priced allows us to deliver compelling returns for client portfolios over time.
Our active ownership culture creates long-term client relationships by helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.