Related Thinking

Culture
Assessing the Foundation
We complement our bottom-up business-model research with macroeconomic frameworks to seek outstanding businesses.
Investment Strategy
Finding Secular Growth in a Cyclical Market
Companies that are poised to capitalize on transformative secular trends have outsized potential to sustainably generate above-average earnings and revenue.
Investment Strategy
The Essence of Quality
To us, the concept of quality is linked to a company's ability to increase its market share at the expense of competitors, sell ever more value-adding goods and services, and expand its leadership in attractive business spaces through innovation and disruption.