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The Van Wagoner
investment process and sell discipline is based on thorough research and
years of investment experience. Following a rigorous investment process
is crucial to our decision-making. Evaluating companies is more than a numbers
game. It's a matter of combining clearly articulated business strategies,
favorable economic conditions and strong, seasoned management.
Fundamental research - speaking directly with company management, competition,
suppliers, partners and customers is a key element to our stock selection
Projected revenue and earnings growth of 20% or more, with respect to stock
selection for the Small-Cap Growth and Emerging Growth Funds.
Market leadership and demonstrated ability to sustain above-average growth
rates.
Strong business strategy.
Experienced and committed company management.
Failure of company to execute business strategy.
Development of unfavorable competitive dynamics.
Weakening economic environment and/or deteriorating growth in an industry.
Significant management selling of stock representing lack of confidence
or commitment. |
