Our Process

We have developed a disciplined and repeatable investment process. We generate investment ideas through custom screening models and a long standing network of industry professionals and corporate management. Our process relies on four pillars.

Idea Generation

Everything starts from here. Our ideas come from multiple sources to find the best investment opportunities for you. We employ custom and proprietary screening to find stocks that best fit your portfolio. With 100+ years of experience, and 10,000+ company meetings, we have created a continuous pipeline of new ideas on a daily basis.

Portfolio Construction

Now it's time to put everything together. Portfolios are custom made based on your individual needs for Growth, Income, and Capital Preservation. We can help you achieve your goals more efficiently.

Investment Selection

The next step involves approaching individual equities from a bottom-up perspective to pick the best performing in the industry. We choose companies that are uniquely positioned to outperform their competitors with accelerating earnings and attractive valuations. All good signs of potential future growth.

Risk Management

This is the insurance part. The market involves many risks and it's our job to help protect your investment. We constantly monitor your portfolio and your positions (even in case your goals change), so you can sleep well at night.

What we look for

Large Market Opportunities

Scalable companies in their early innings of growth with a high conviction of penetrating their total addressable market.

Above-average Revenue Growth

Companies with innovative ideas that can create value and generate exceptional performance over time.

High Profitability Potential

Companies with high margins. We believe that businesses are ultimately valued on their profitability.

Effective Management Teams

Companies with management that is not only proactive, but is reinvesting for future growth.

Our research

One thing we really take pride in at GROW Funds is our extensive research. We rely on top-notch technologies to get insights on companies' business outlooks, industry knowledge, and catalysts so to spot the right investment at the right time.

Research Network

We rely on a broad research network made up of 100+ resources, including top-industry analysts and experts.

Industry/Brokerage Conferences

We take part in 50+ national and international industry conferences on a yearly basis.

In-Houses & External Meetings

We meet directly with management, so we can have a better grasp on how the companies operate and intend to create value.

Proprietary Screening

We utilize state-of-the-art algorithms that helps us identify growth behaviors among a variety of securities.

"When it comes down to it, companies are valued on their earnings."

- Carl Wiese

in Lessons from the Front Line Market Tools and Investing Tactics from the Pros

by Michael Brush