HOW WE CHOOSE INVESTMENTS

A Vision Fund investment manager will view any potential investment through a different lens than most, viewing a company as if he or she were the CEO and attempting to project its future earnings. He or she eschews reliance upon standard financial indicators which tend to be more indicative of past rather than future performance.

EXHAUSTIVE RESEARCH FROM THE BOTTOM UP

Vision Fund roughly evaluating its core financials and its leadership team. We dig deep for information concerning its core business, its market share, and its relationship with its competitors. We estimate its future performance against the backdrop of current and expected economic conditions.

SEEKING STEADY, LONG-TERM GROWTH

Vision Fund tends to recommend equity investments that meet certain core criteria; a proven track record of strong performance, a pro-stockholder management team, and a current price that is below our professional estimate of its real value. We look for investments that show strong potential for long-term, steady growth.

AIMING FOR OUTPERFORMANCE

When managing investment portfolios that prioritize aggressive growth, Vision Fund tends to seek out lesser-known companies with lower capitalization that harbor a greater potential for medium and long-term growth.