What we look for in a company
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
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.
Important Information
This article is provided for general information only and should not be construed as investment advice or a recommendation. This information does not represent and must not be construed as an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products. This document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such an offer or solicitation is unlawful or not authorised.
Stock Examples
The information provided in this article relating to stock examples should not be considered a recommendation to buy or sell any particular security. Any examples discussed are given in the context of the theme being explored.
