Only company that passed my most severe screen testing.
Any thoughts on this company?
I heard an interview with a couple of their fund managers and the company seems to have a set of principles that they try to apply to all their funds. My take on what was said about their smaller company funds (which they are well known for) was that they are very focused on high quality companies that are growing but are nonetheless paying dividends etc. In a way it rather reminded me of various quality threads that have appeared here. I did consider investing myself a while back but in the end opted for Jupiter. I wanted a larger organization with less reliance on a few key individuals that might choose (or be forced by circumstance) to leave. Hope these thoughts help.
