Eclectictrends

My strategy is focused on high ROCE and operating margin international growth businesses. I also use technical analysis to look for accelerated share breakouts, of these growth stocks. I screen and score the fundamentals of interesting companies, based on quality and growth metrics, such as percentage of recurring revenue, the ability of the business to significantly scale their operations, and the company exposure to selected megatrends etc.

The current megatrends are Diagnostics, cost effective healthcare, the connected world, sustainability, food and the global consumer.

I don't invest in banks, mining, oil and gas,