Portfolio Characteristics
We look to own businesses with enduring competitive advantages and great global
brands.
We've focused the vast majority of the portfolio on companies with solid dividend growth.
Our portfolio companies have demonstrated earnings per share growth over long cycles
of the economy. We prefer proven businesses and proven management teams rather
than "hot" new growth businesses yet to be tested through the full economic cycle.
We focus on companies with high returns on equity.
Greatmark pays attention to how companies allocate their capital. We like to own
companies that use excess cash flow to buy back their own shares. Our holdings have
bought back 10% of their total shares since 2002.
Only about 40 companies (out of 1,800) followed by Value Line has a combined financial
strength rating of A++ and safety rating of 1. Our portfolio owns 13 of these.
for 25 straight years - we own 10 of these.
brands.
We've focused the vast majority of the portfolio on companies with solid dividend growth.
Our portfolio companies have demonstrated earnings per share growth over long cycles
of the economy. We prefer proven businesses and proven management teams rather
than "hot" new growth businesses yet to be tested through the full economic cycle.
We focus on companies with high returns on equity.
Greatmark pays attention to how companies allocate their capital. We like to own
companies that use excess cash flow to buy back their own shares. Our holdings have
bought back 10% of their total shares since 2002.
Only about 40 companies (out of 1,800) followed by Value Line has a combined financial
strength rating of A++ and safety rating of 1. Our portfolio owns 13 of these.
for 25 straight years - we own 10 of these.
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