Spyglass Portfolio -- Megatrends

100 Investment Process Fundamentally-driven, independent, bottom-up research is our "Spyglass" Spyglass builds a 25-stock portfolio of our best risk-adjusted ideas Seven core investment criteria required for investment Broad growth stock universe • Leadership position in secular growth industry Inspiring management team proven track record • Sustainable competitive advantages Above-average long-term revenue growth Above-average long-term earnings growth Financially sound Initial screen 250 companies Deep-dive analysis 100 high-quality growth companies Spyglass Portfolio 25 companies • Attractive valuation

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