Change - the thrust behind dynamic share movement

To identify outperforming stocks for our portfolios, we look for companies exhibiting a combination of four factors - quality, value, growth and change. And of these four factors, it is change that we identify as being the central dynamic behind share price movements. We believe investors tend to underestimate the duration and the magnitude of change, and our process is designed to identify and exploit the opportunities that this presents. So, our primary focus is on seeking individual companies enjoying positive change. However, we are always aware of the potential for a hostile politica...