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.

We complement our bottom-up business-model research with macroeconomic frameworks to seek outstanding businesses.

Companies that are poised to capitalize on transformative secular trends have outsized potential to sustainably generate above-average earnings and revenue.