Quality Growth
Based in New York, we offer global equity portfolios driven by deep, company-by-company research. For over 35 years, we have been dedicated to institutional and intermediary investors around the world.
Quality investing: focus on predictable and resilient growth
Quality Growth Boutique
Key takeaways
- We believe that investors must take an active approach to uncovering companies that not only demonstrate superior profitability but also exhibit a high degree of predictability and stability in their earnings growth.
- We put companies into three investable categories: Defenders, Leaders, and Opportunistic, while avoiding companies that we deem in the “danger zone.”
- To build a resilient quality portfolio that can withstand uncertainty while still potentially delivering attractive growth, one must carefully allocate across the different types of quality, consider opportunity costs, and understand the role each company plays, while striking the right balance for the time in the cycle. Valuation is also essential.
- In a strong bull market, such as the one we have experienced in the last three years, where uncertainty prevails in the backdrop, we believe maintaining an allocation to Defenders is essential. This offers some protection if the AI narrative unravels or if the environment shifts unexpectedly.
About the authors
David Souccar
Chief Investment Officer Quality Growth, Portfolio Manager, Senior Research Analyst
Related strategies
About the authors
David Souccar
Chief Investment Officer Quality Growth, Portfolio Manager, Senior Research Analyst
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