ARS Individual Stock Selection Approach
The goal of our equity research process is to find great companies trading at reasonable prices. We focus on companies that have durable competitive advantages, excellent balance sheets, and generate plenty of free cash flow. We favor companies with shareholder friendly management teams, that return capital through dividends or meaningful share repurchases. We continually monitor our investments and incorporate new information as it’s reported. We are not active day traders, we prefer to let our investment thesis develop over time.
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