JGRW

JGRW focuses on a select group of 25 to 30 US companies that meet strong growth and quality criteria. The aim is to identify companies that demonstrate positive performance across a range of historical and future metrics relative to the US equity market. Growth stocks are those with above-average potential in revenue, earnings, and cash flow, evaluated over a five to ten-year period. While quality companies are those that have consistently achieved an ROE of 15% or more for at least ten consecutive years. Undervalued securities may be considered for investments. Conversely, positions are sold in the event of better opportunities arising or if a company no longer meets the fund's criteria.