Investment, shareholder return and advantage of consolidation opportunities
Improving excess cash return on capital invested (CROCI)
The level and durability of available returns on capital.
Both by the company and historically by the management team
Relatively hight predictability of earnings
Exhibit quality or best features
Investment Philosophy
Strenght of balance sheet
Investment, shareholder return and advantage of consolidation opportunities
Shareholder treatment
Both by the company and historically by the management team
Sustainability of business model
The level and durability of available returns on capital.
Quality
Exhibit quality or best features
Satisfactory cash conversion
Improving excess cash return on capital invested (CROCI)
Steady and growing earnings
Relatively hight predictability of earnings
Equities are shares of ownership in a company, also known as stock. The value of equities can rise or fall based on the company's performance, investor demand, and other factors. Ideally, stocks increase in value over time, creating returns for investors.
You basically own the part of the company
You are able to earn dividends
Portfolio Types
30%
20%
25%
20%
5%
30%
15%
15%
10%
20%
10%
20%
3%
12%
10%
30%
25%
Wave Analyst
Senior Data Analyst
Chief Strategist
Senior Strategist
Middle East Expert
Chief Fundamental Analyst
Western Europe Strategist
Quantitative Analyst
