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Invest in High-Quality Growth Stocks
- Primarily stocks rated ‘A’ or ‘A+’ by Standard & Poor's
- Highly stable growth of Earnings and Dividends
- Consistent lower volatility in down markets
Relative Portfolio Concentration
- Maximum of 30 stocks - allows close monitoring of holdings
- Avoids unnecessary over-diversification
- Allows individual stock growth without position size constraints
Value-Based Purchasing
- Buy companies with lower than historical valuations
- Buy companies to own, not stocks to trade
- Produces low annual turnover and high tax efficiency
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