We believe earnings growth, combined with high returns on capital, drive stock prices over the long term. We also believe that investing in a focused portfolio of quality companies from across the market cap spectrum, while combining growth and value disciplines, broadens the opportunity set and adds diversification.
with sustainable earnings growth
Assessing the quality of the management team is a key component of our research process
Conversations with management, suppliers, and customers help to determine the quality of the business
Aaron C. Clark, CFA
Daniel L. Miller, CFA
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