Acquirers Growth and Value

This portfolio leverages the Acquirer's Multiple Large Cap universe to identify fundamentally sound companies. It employs a refined multi-factor filtering process, emphasizing robust revenue growth and improving free cash flow, to pinpoint businesses with strong financial health and attractive valuations. Investment Strategy Each week, the portfolio systematically selects one stock from the Acquirer's Multiple Large Cap universe. The selection process filters companies demonstrating revenue growth and improving free cash flow. From this refined pool, the top-ranked stock, determined by a value indicator, is chosen for investment. Once a stock is selected, it is held for one year. After this holding period, the position is liquidated. The capital is then reinvested into the new top-ranked stock based on the weekly screening. In the event that the stock at the top of the ranking is the same as the one due for liquidation, the existing position is maintained for an additional year. This systematic, data-driven approach ensures a disciplined focus on undervalued companies with demonstrable financial improvement. Key Benefits Fundamental Strength Focus: Combines the Acquirer's Multiple with rigorous filters for revenue growth and improving free cash flow, targeting truly healthy businesses. Value-Driven Selection: Utilizes a value ratio as a key value indicator to prioritize attractively priced companies within the filtered universe. Systematic & Disciplined: Weekly, algorithm-driven selection and a fixed one-year holding period remove emotional bias, ensuring consistent adherence to the strategy. Long-Term Potential: Focuses on undervalued companies with strong financials and growth drivers for sustainable long-term capital appreciation. Background Inspired by "The Acquirer's Multiple" by Tobias Carlisle, this portfolio integrate additional filters, alongside a value ranking, to create a robust and responsive approach.