PHILOSOPHY

ZCI's growth investment philosophy and stock selection process, unchanged since 1987, operates on two dominant principles:

  • revenue, cash flow and earnings growth are essential catalysts to long-term stock price appreciation

  • financial flexibility and experienced management teams offer competitive advantages during market downturns

These two cornerstones guide everyday portfolio management and provide the mandate for our independent research efforts. Overall, this philosophy is paramount as portfolios are constructed and monitored.