Stephen Groff's blog

What we look for in a stock

Stephen Groff's picture

When we talk to our fundholders a common question is, “What do you look for in a stock?” I don’t want to lay out another high-level investment philosophy, since most investment philosophies all seem to sound the same. (When was the last time you heard an investment manager say they are looking to invest in companies with poor management teams and weak balance sheets?)

Instead, I would rather talk about one of our top holdings in Cambridge Pure Canadian Equity Fund and why we like it so much. Hopefully, this gives you a flavour of how we pick stocks and think about investing.


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