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Philosophy and Process
 
Philosophy & Process Main
Discovery
Research
Diversification
Sell Criteria

 
Proven Investment Philosophy

Scott Sterling Johnston is the architect of an investment style that has consistently produced positive investment returns for over 30 years. This style is grounded philosophically on the belief that superior investment returns are generated over the long-term by investing in under-followed companies experiencing a dramatic acceleration in earnings and revenue growth. Sterling Johnston remains fully invested at all times.

While the macro trends affecting the capital markets are important, we believe that compelling investment ideas are discovered by focusing on entrepreneurial companies that can identify and capitalize on emerging trends. These companies can experience rapid and dramatic periods of growth that are often precipitated by innovative or proprietary products and services, a distinct competitive advantage or discovery, management changes, or re-deployment of company assets.


The Strategic Inflection Point
"Accelerating Earnings Drive Stock Prices"
                        Discovery
Start-up Emerging Core Established
Life Cycle of a Company


Investment Purchase Criteria

All portfolios are put together with stocks that display the following characteristics:
  • Dramatically Accelerating Earnings
  • Strong & Improving Financials
  • Strong Relative Price Strength
  • Low Institutional Ownership / Sponsorship
  • Catalyst