08.15.2020
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Innovation
Innovation Strategy
Disruptive Innovation Creates New Market Opportunities
Disruptive Innovation Creates New Market Opportunities
Universe: Publicly listed companies, largely in North America, with growth characteristics, i.e., minimum target revenue growth of 10% or higher.
Competitive Moat: Portfolio companies continuously innovate to gain market share and displace established, market leading firms, products and alliances.
Sustainable Secular Growth: Moat-worthy companies on the right side of secular trends experience higher growth rates versus their peers and industries.
Valuation: Capital allocated to moat-worthy, disruptive growth companies at reasonable prices should appreciate with the growth of underlying business.
How We Differ: We are focused on long-term earnings trajectory versus measuring success from near-term cash flows. This leads to better success in companies with large addressable markets and competitive moats.
The Innovation Strategy was developed to capitalize on secular growth trends and disruptive innovation. Capital allocated to moat-worthy, disruptive growth companies at reasonable prices should appreciate at a rate commensurate with the growth of the underlying business. EGA’s target return objective is to generate attractive risk-adjusted returns and to double invested capital over a five-year period using a low turnover barbell strategy that couples core growth with potential “multi-baggers.”
* EGA makes no claim targeted objectives are a guarantee of actual returns.
08.31.2020
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