Index

Portfolio
Our Investment Strategy
System Qualifiers
Growth Companies
Criteria:
Market Cap over or equal to £100 million
Earnings per share estimated to grow by at least 10% a year
A Prise to Sales Ratio of less than 2 times
A Price to Cashflow Ratio of less than 15.00 times
The top 30 stocks chosen by relative strength over 1 year.
Value Companies
Criteria:
Market Cap over or equal to £300 million
A Price to Sales Ratio of less than 2 times
Cashflow to exceed earnings per share
A Dividend yield of at least 4%
Net gearing of less than 100%
The top 30 stocks as selected by using the top earnings growth figures.
Smaller Companies
Criteria:
Market Cap of between £20 million and £300 million
1 year relative strength of at least -5%
Net gearing of less than 50%
The top 30 stocks as selected by using the lowest PEG ratios
Other systems
Shortlisted Stocks
Minutes of meetings
Investment Club Links
Investment Bookshop
Links to Investment Related Websites
Links to Company Websites




Last Update: 12/11/00
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