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 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