INVESTMENT PROCESS
ZCI adheres to a fundamental growth investment process through all market conditions, and believes this execution is critical for achieving long-term, superior results. Our bottom-up methodology begins with a 360º view of the investment landscape, thoroughly screening every sector of the economy for stocks with robust growth characteristics.
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Ideas are generated from traditional as well as unconventional sources
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Stocks are screened for minimum 15% projected growth in revenues, cash flow and/or earnings
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Growth catalysts are evaluated for strength and longevity
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Financial data is analyzed for sustainability and growth flexibility
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Valuations are scrutinized during portfolio construction and consistently monitored thereafter
Our firm's research efforts culminate in a portfolio of approximately 40-60 equities, representing our 360º examination of growth opportunities. Stock selection is the primary driver of investment returns, a function of the relative strength of underlying company fundamentals, not benchmark emulation.