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Investment Philosophy

We think of ourselves as business analysts first and begin with identifying the value proposition of the product or service being offered by the company.  


  • Great products will ultimately lead to a great company, not visa-versa.

  • Great products or services are identified by their superior value proposition.

  • The strength of that value proposition is what determines the life cycle of the product, and therefore, the earnings growth potential of the company.

  • If identified early in their growth phases, these companies have the opportunity to substantially outperform expectations.