The core holdings of all Train, Babcock portfolios are comprised of a careful selection of high quality companies purchased for the long term. We do not try to match an index. Rather, we seek out highly successful companies through intensive research. We follow a bottom-up investment process.
A Bottom-Up Stock Selection Process
- Identify Leading Companies in Growing Industries
- Fundamental Quantitative Analysis and Modeling
- In-Depth Qualitative Analysis
- Interview Managers, Employees, Customers, Suppliers, Competitors, etc.
- Meet with Senior Management
- Stock Selection by Investment Committee
- Portfolio Construction by Portfolio Manager
- Client Portfolio
