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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 |
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| 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
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