Secular Growth Themes
Companies may benefit from these market conditions:
- Aging population in developed countries (Europe, Japan and the U.S.)
- Industrialization of economies and growth of consumer spending in emerging markets
- Growth of mobile computing and Internet for commerce, advertising, social networks, news and information
Companies generally have the following characteristics:
- Strong earnings potential, attractive valuation, and high financial returns with durable competitive advantages and manageable debt levels
- History of paying dividends with a sustainable payout ratio or the potential to grow or initiate dividends
- Generate robust cash flow to fund working capital needs and growth, dividends, and/or stock buybacks - limited need for outside financing
Website Design, Maintenance, and Hosting by Cold Spring Design