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What we look for in a company

Article

What do we look for when we are analysing a company? Alan Lander, Head of Research, takes you on a deep dive into the three key dynamics that underpin our investment approach.

Key takeaways:

  • Portfolio returns are a function of the earnings growth delivered by each company
  • We look for businesses with sustainable growth, high profitability and balance sheet strength, at the right price
  • Together, these represent the key drivers of durable investment returns

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