A-List provides a uniquely valuable equity research service.
- We identify and report on a very rare selection of companies.
- These are businesses which have exceptional economic, financial and investment traits.
- They occupy positions of competitive advantage within their industries, and have the operating and financial structure to deliver superior and highly predictable returns on invested capital.
By concentrating solely on the best quality companies, our research assists investors who are allocating capital for the long-term. It is of particular value to investors wanting to make concentrated, but low risk, allocations to individual companies, rather than follow the widespread practice of attempting to reduce risk by spreading capital thinly. Our research supports high conviction long-term investment, lower transaction costs, higher compound returns and an ability to ignore short-term market gyrations.
This is research as it should be, and research is all we do. We do not seek to generate commission income, investment management or corporate finance fees, or to raise the profile of the companies which we write about.
May 2012: two new companies under A-List coverage
Fuchs Petrolub (FPE - listed Frankfurt) and Coloplast (COLOB - Copenhagen) have joined our research coverage, extending our reach into large companies in Europe.
Both businesses have economic advantage and occupy important niches. Publicly quoted, but family-controlled, they generate exceptional returns on capital which they then deliver in dividends and share buy-backs to shareholders.
Our initial company reports include assessments of fair valuation, not helped by Coloplast's 25% share price appreciation YTD and Fuchs's 42%.
A-List has one over-riding objective, which is to help you achieve exceptional investment returns.
A-List’s criteria for selecting companies represent the distillation of decades of hard earned investment experience.
