Our experiences as investors teach us invaluable lessons about recognising and seizing high-quality investment opportunities.
High-quality companies can come in various forms, pattern recognition from our focus on these types of companies over many years reveal some common traits:
- Dominance in Their Niche: These companies carve out an advantage—be it product, cost, service, or technology—that sets them apart.
- Durable Demand: They can increase prices on current products, broaden share of wallet with new products, improve cost profiles, and scale efficiently.
- Sustained High Returns: Their returns are higher than most and stay that way longer than expected, we call this Enduring Quality – a key source of advantage for our process and strategy.
- Strong Leadership: Often led by founders or long-term executives who drive the company’s cultural aims.
Hear more from our Mid Cap Portfolio Manager, Tim Riordan, as he reflects on his past experience managing portfolios and key takeaways.
