Pup Screening Process
For our Pup Research (ex-ASX100 Industrials) universe, we have a simple approach to investing in small and micro cap stocks.
Rather than search for winning stocks, we look for stocks with winning attributes:
- Good balance sheet
- High Returning Business Model
- Large Potential Market
- Good management/governance
- Attractive Valuations
Having identified these stocks, we don't try and predict a few winners. Instead, we build a diversified portfolio and as success is observed, we aim to buy more.
Find out more here:
| Document |
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Last Updated |
| Using Our Screening Model |
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Mar-2015 |
| Our Small Cap. Investing Philosophy |
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Jan-2015 |
| Our Small Cap. Trading Philosophy |
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Nov-2014 |
| Screening for Value (1) - Our Philosophy |
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Jan-2015 |
| Screening for Value (2) - Valuation Approaches |
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Jan-2015 |
| Screening for Balance Sheet Strength |
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Jan-2015 |
| Screening for Earnings Quality |
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Jan-2015 |