Finding Great Investments

Published: 03/30/2021

Equities +
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New Thinking

How can you tell if a company is likely to profitably grow over time? In our view, return on invested capital (“ROIC”) can be a good indicator for sustainable growth. We incorporate it into our disciplined bottom-up investment process, which seeks companies that are exhibiting business momentum (i.e. improving their earnings generating capacity over the long term).

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