All Cap research filtered by fundamentals
Our research process starts by casting a wide net. Our goal is to isolate a relatively small group of high quality companies. The minimum earnings growth requirement – typically 20% year over year – creates a universe of potential investments. We cull that group further through disciplines regarding valuation, balance sheet strength and upcoming earnings catalysts, among other considerations. Friess researchers ultimately target a select group, but they operate freely within that pool of potential investments.
Friess researchers are generalists, giving them the freedom to suggest the best ideas they uncover regardless of industry. We don’t run the risk of having a semiconductor analyst who might push for a chipmaker to be in the portfolio to justify his or her existence at a time when the chipmaker doesn’t represent a good investment. Our generalist approach gives us the flexibility to nimbly move to the next pockets of earnings strength as the environment evolves.
Friess researchers pursue companies free from market-cap constraints. Our focus encompasses the entire market-cap spectrum. For example, our research might cover a large cap company’s mid cap supplier and its small cap vendor. Taking a broader, all cap view that spans a company’s complete “food chain” positions us to uncover trends that foreshadow trouble or point to opportunity before they become obvious to portfolio managers whose focus is more narrow.