Description Process Commentary
 
SmallCap Growth 
Investment Process

Purchase Discipline

Using compehensive underlying research tools, the goals is to ascertain a dynamic of change before it manifests in consensus earnings estimates.  AG Asset Management believes a company selected for inclusion should offer:

  • Earnings growth rate exceeding 15%Potential market share leaders
    Strong management teams with stable infrastructures
  • Sustainable and attractive risk/reward profile

Sell Discipline

The sell discipline is critical in controlling risk in the portfolio. AG Asset Management reviews securities for sale whenever the following conditions are met:

Fundamental Factors:
  • Target price objective met
Market Factors:
  • Period of extreme appreciation
  • Relative underperformance of 25%
 
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