Investment Themes
This is the QARP investment style for Quality at a reasonable price. Companies of sufficient size and liquidity that meet qualitative criteria relating to their financial health, business model stability and return on capital are selected. Then, a valuation filter is applied in order to retain only those companies that are valued at a reasonable price.
Qualitative" companies have controlled debt, a high return on capital employed, relatively high net and operating profitability, and stable results over time. The valuation filter then ranks the companies according to their cost by comparing their capitalization and/or enterprise value to their revenues (EV/Sales), net income (P/E) and free cash flow (P/FCF) to retain only the least expensive.
Several geographical areas are proposed. The global list includes companies listed in the world's major financial centers. The other lists are regional: North America (United States, Canada), Europe, Asia (Japan, Australia, Singapore, Hong Kong), Emerging Markets, United Kingdom, France, Germany, Switzerland, Netherlands and Italy.
Our selection
| Industrials | Other Airlines | 2.38TCr | +26.00% | ||
| Financials | Other Investment Management & Fund Operators | 231.53Cr | +32.85% | ||
| Industrials | Other Airlines | 465.7Cr | +4.67% | ||
| Industrials | Other Airlines | 504.65Cr | -10.73% | ||
| Financials | Other Investment Banking & Brokerage Services | 502.16Cr | +8.43% | ||
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 1.96TCr | +46.71% | ||
| Consumer Cyclical | Travel Agents | 152.33Cr | -36.16% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 168.75Cr | +13.21% | ||
| Technology | Enterprise Software | 109.53Cr | -20.54% | ||
| Financials | Wealth Management | 851.99Cr | +37.85% | ||
| Financials | Other Investment Banking & Brokerage Services | 311.92Cr | +19.57% | ||
| Consumer Cyclical | Other Apparel & Accessories Retailers | 1.93TCr | +29.40% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 1.04TCr | +37.06% | ||
| Basic Materials | Other Steel | 210.97Cr | +4.60% | ||
| Consumer Cyclical | Kitchen Cabinets | 607.85Cr | +4.60% | ||
| Technology | Cloud Computing Services | 137.44Cr | -27.45% | ||
| Technology | Other Internet Services | 156.04Cr | +14.11% | ||
| Healthcare | Other Pharmaceuticals | 595.69Cr | +0.85% | ||
| Industrials | Other Industrial Machinery & Equipment | 725.09Cr | +20.26% | ||
| Consumer Cyclical | Sports & Outdoors Retailers | 581.73Cr | -10.95% | ||
| Industrials | Fluid Power Cylinder & Actuators | 366.98Cr | +4.27% | ||
| Consumer Cyclical | Jewelry & Watch Retailers | 116.03Cr | -35.69% | ||
| Healthcare | Other Pharmaceuticals | 7.32TCr | +0.11% | ||
| Industrials | Other Business Support Services | 1.03TCr | +3.38% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 926.88Cr | -8.92% | ||
| Industrials | Other Industrial Machinery & Equipment | 922.51Cr | +21.98% | ||
| Consumer Non-Cyclical | Food Ingredients | 311.45Cr | -19.25% | ||
| Healthcare | Medical Devices & Implants | 1.32TCr | +13.48% | ||
| Technology | Other IT Services & Consulting | 119.75Cr | -9.27% | ||
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