- Investment styles have grown increasingly vague
- Value, GARP, Growth, etc.
- Go by what they do and not what they say
- Do they invest in:
- Your industry?
- Companies with your Business Returns?
- Market to Book like yours?
- Your level of premium or discount valuation?
- Your forward growth?
The performance and valuation characteristics of existing holdings indicate likelihood of investing… and holding our client’s shares.