We believe that a company's ability to generate consistent, long-term, sustainable earnings growth will drive enhanced stock price performance over time, due to both the higher level of future earnings and the higher valuation placed on these earnings by the market. Given the tendency of money managers to focus on short-term fundamentals and stock price performance, this sustainability of earnings growth is often overlooked and not properly recognized by the market.
with sustainable earnings growth
with either growth or value oriented characteristics
Assessing the quality of the management team is a key component of our research process
Conversations with management, suppliers, and customers helps to determine the quality of the business
Jeffrey W. Thibault, CFA Daniel L. Miller, CFA
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