OMG Acquirers Value

This portfolio uses the Acquirer's Multiple Large Cap universe to find top stocks. It applies strict multi-factor filtering, prioritizing revenue growth, improving free cash flow, and expanding operating margins to select fundamentally strong companies for sustained performance. Investment Strategy Each week, the portfolio identifies one stock from the Acquirer's Multiple Large Cap 1000 list. Selection involves filtering out companies lacking growth, improving free cash flow, and expanding operating margin (Operating Margin Growth: O.M.G.). From quality candidates, the top-ranked stock by value indicators is chosen for investment. This process repeats annually, with reinvestment into the new top-ranked stock. This systematic, data-driven approach ensures a disciplined focus on undervalued companies with robust financial health. Key Benefits 1. Multi-factor Filtering: Combines Acquirer's Multiple with financial health filters for high-quality investments. 2. Profitability & Growth Focus: Prioritizes improving operating margins and free cash flow for sustainable profitability. 3. Systematic & Disciplined: Weekly, algorithm-driven selection removes bias, ensuring consistent adherence. 4. Long-Term Outperformance: Focuses on undervalued companies with strong financials and growth for long-term appreciation. Background Based on "The Acquirer's Multiple" by Tobias Carlisle, this portfolio refines the strategy with additional filters for growth, free cash flow, and operating margin improvement, creating a more robust investment approach.