"The Venn Diagram of Long-Term Winners"
Our process is highly focused on capturing the best momentum and trend (MOTR) combinations among individual stocks, preferably in leading sectors and industries during robust bull markets. That being said, we recognize that such trends are highly dependent on there being strong, durable fundamental trends, ideally at reasonable valuations. This simple formula captures this undeniable truth:
As trend following momentum investors, we make or lose money. . .