The team applies measures such as profitability, earnings quality, management quality and earnings revisions to identify high - quality
companies at attractive valuations.
Finding High - Quality Companies Today — Contrarian Edge, June 8, 2017 «We are having a hard time finding high - quality
companies at attractive valuations.»
Not exact matches
For example, Bob helped a prior portfolio
company recruit an experienced management team, quadruple revenue, transition to a recurring revenue model, and eventually sell to a publicly traded buyer
at an
attractive valuation.
Europe and the UK are home to several world - class
companies that currently trade
at attractive valuations.
Ranger aims to preserve and grow capital by utilizing a bottom - up, fundamental research process to identify growing, high quality
companies that can be purchased
at attractive valuations.
Ranger aims to preserve and grow capital by utilizing a bottom - up, fundamental research process to identify growing, high quality
companies that can be purchased
at attractive valuations.
Seeks to generate strong relative returns over a long - term time horizon by investing in
companies across the market cap spectrum with strong and / or improving financial productivity
at attractive valuations.
Seeks to generate strong relative returns over a full market cycle by investing in
companies with strong and / or improving financial productivity
at attractive valuations.
We typically are looking
at large, dominant Fortune 500 type
companies who have
attractive valuations.
«We believe that by investing in an actively managed and diversified portfolio of
companies that benefit from long - term industrial, technological or general market trends, and trading
at attractive valuations, are going to lead to superior growth of capital over time.
When you believe in a
company, find that its stock fits your portfolio and available allocation, see the
valuation is
attractive, and have available capital, it makes sense to grab your BB gun and load up as much as makes sense
at any given time.
Given the current high level of dispersion in profitability across
companies, many high - quality
companies are trading
at reasonably
attractive valuations.
With a growth - oriented style, the Fund targets
companies that have shown strong and consistent earnings growth and that trade
at attractive valuations
That being said, even
at today's historically
attractive valuation multiples, investors should likely only expect to earn a potential total annual return of about 5.9 % to 6.9 % (1.9 % yield plus 4 % to 5 % annual earnings growth) over the next decade, far below the
company's historical return rate and the returns offered by most other dividend aristocrats.
The aim of the investment management / research team is to invest in
companies which on average have high return on capital invested, are not excessively leveraged, are run by competent and minority shareholder friendly managers and are available
at reasonably
attractive valuations.
Said differently, the only way you can expect
attractive returns when paying a higher
valuation is to expect the market to continue to value your
company at these high
valuations long into the future.
«With
valuation clustered together, we believe there are
attractive relative value opportunities where
companies with different fundamentals are trading
at very similar
valuation levels.»