Trading Strategy
Bottom-up stock picking with a growth-at-reasonable-price (GARP) approach. Look for companies with strong earnings growth, reasonable P/E ratios, and clean balance sheets. Favor companies you encounter in daily life.
Key Principles
- Invest in what you know and understand
- The best stock to buy may be one you already own
- Behind every stock is a company - find out what it is doing
- Know what you own and why you own it
- In the long run, a portfolio of well-chosen stocks will always outperform bonds or money market funds