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The firm combines
quantitative and qualitative analysis in its search for portfolio candidates. From a
quantitative standpoint, we analyze a company's position within its life cycle and rank
its corporate performance relative to its life cycle peers. We then evaluate a company's
ability to create wealth, and shareholder value. We are looking for companies that
understand and exploit the relationship between cash flow return on investment and cost of
capital. Our fundamental research centers on our analysis of a company's financial
statements. Using forecasts of future operating results and cash flow return on investment
figures, we are able to calculate a target price for each stock under consideration.
Portfolios hold approximately 90 stocks and are subject to diversification constraints.
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