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North-Square-Advisory-Research-Podcast-Transcript-Growth-11-March-2022-1.pdf
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🔗 Source: northsquareinvest.com
📊 Size: 185 KB
👤 Author: Kati Stutsman
⬇️ Downloads: 76

Summary

Mark Goodwin, CEO of North Square Investments, discusses the approach to building high-conviction equity portfolios with Matt Swaim and Andrew Cupps of Advisory Research Investment Management. Advisory Research has a 30-year history of managing equity portfolios for institutional investors and is now partnering with North Square to bring its expertise to retail investors. The firm's investment approach is research-intensive with a focus on stock selection, driven by four dynamic forces: competitive advantage, strategy shifts, thematic forces, and cyclical business conditions. To filter through the universe of small-cap equities, Advisory Research uses a thematic lens and inclusive screening, identifying stocks with powerful traits such as earnings beats and revenue acceleration. The key characteristics for a stock to become a position in the portfolio include a proprietary "five perspective approach" that weighs factors such as sales growth, earnings growth, and competitive advantage.

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Mark Goodwin, CEO of North Square Investments, discusses the approach to building high-conviction equity portfolios with Matt Swaim and Andrew Cupps of...

Technical Information

  • File Format: PDF
  • File Size: 185 KB
  • Pages: 9
  • Language: EN
  • Author: Kati Stutsman
  • Total Downloads: 76
  • Last Updated: 1 week ago

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