VictorWealth believes that, over time, stock prices reflect companies’ earnings characteristics, both growth rates and patterns of volatility. Our objective is to outperform the S&P 500 index over a market cycle with less risk (volatility).
Using a bottom-up, fundamental finacial software approach, we emphasize high-quality, industry-leading companies with above-average and more persistent (less variable) earnings growth relative to peers.
We invest with a longer-term perspective in companies with strong competitive advantages and management teams that have demonstrated their abilities to grow businesses under good and less-than-good economic settings.
Here are the core pillars of our Investment Philosophy:
Rank stocks according to their total market appreciation and commitment to following the Environmental, Social and Governance.
Research market trends and economic tailwinds to support multi-year investment opportunities, allowing for compounding of earnings and cash flow
Perform rigorous analysis to understand company fundamentals, key competitive dynamics and industry structure
Best business models win over time
BEST BUSINESS MODELS WIN OVER TIME
Identify barriers to entry and prefer large cap companies with innovation prowess.
Look for businesses that protect and grow market share consistently
Gravitate to self-funding business models with significant recurring revenue
Seek businesses with the ability to generate superior free cash flow over time
SEEK BUSINESSES WITH THE ABILITY TO GENERATE SUPERIOR FREE CASH FLOW OVER TIME
Stress test the sustainability of profitability and growth
Take a disciplined approach to Growth.
TAKE A DISCIPLINED APPROACH TO GROWTH.
Using disciplined research to spot growth opportunities.
Website: https://victorwealth.com/
Phone: 800.381.1053