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.

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

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