Manages a closed-ended equity mutual fund focused on global public equity markets. Now — the numbers.
This is an established company with proven profits.
Average growth of 24% a year over the last 4 years. Every year shown ended in profit.
The market pays 2.8× for every dollar of annual profit — cheap, which is either an opportunity or a warning.
No analyst target is on record for this company.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
Over the last 4 years, sales grew about 24% a year on average.
Over the last 12 months, company executives reported 4 buys and 0 sells. Management buying with its own money is usually read as a good sign.
It pays out $0.36 per share each year — regular cash for whoever holds the stock.
The price action doesn’t yet back an upward turn.
We grade companies — revenue, margins, balance sheets. This is a fund, so there is no report card to give. That is not a low grade; it is a different kind of thing.
One-line summary: a basket, not a business. Judge it by what it holds.