Invests in common stock of established, high-quality companies. Employs bottom-up fundamental analysis to select investments. Now — the numbers.
This is an established company with proven profits.
Average growth of 13% a year over the last 3 years. Red columns mark years that ended in a loss.
The market pays 4.1× 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 3 years, sales grew about 13% a year on average.
It pays out $2.04 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.