Sustainable Growth Trends captures the massive secular trends transforming the global economy. Our focus is on 4th Industrial Revolution technology, clean energy and various growth investments.
Our bar for buying any stock is that we believe it has a reasonable chance to offer a triple or more in 3-5 years. We believe in building in a “margin of safety” on each purchase.
Sustainable Growth investing means we are not only looking for growth, but growth at a value price for our initial purchases. While many prefer to chase price, we allow price to come to us. This discipline and patience has served us well.
Your strongest edge as an investor is the ability to evaluate a company and let the calendar work for you. Not only can you beat the market that way, but you can do other things with your time.