Growth Portfolio
The growth strategy seeks to grow money at the highest possible rate over a long-term time horizon by investing in a portfolio of high-quality growth stocks.
The best-performing stocks over the long run are tied to businesses that experience the greatest growth in cash flow. We employ a rigorous research process designed to identify and invest in those companies.
For each prospective investment, we ask three key questions:
- Is the company poised to significantly grow its cash flow over the next 10+ years?
- Does the company have competitive advantages that will enable it to secure market power?
- Can we invest at an attractive valuation?
The growth strategy holds 15 to 25 stocks. This ensures that the portfolio is relatively diversified but focused enough to produce differentiated investment results. When investing, we are agnostic to a company’s size, industry, or domicile. We simply invest where the long-term opportunities are the most attractive.
“A cynic is a man who knows the price of everything, and the value of nothing.”
-Oscar Wilde
The Case for Growth Investing
Growth stocks are often mispriced because investors misunderstand or underestimate the long-term potential of an extremely innovative business operating in an industry with strong tailwinds.
Our intensive research process cuts through the short-term noise to identify the top businesses in attractive industries. These companies will create value for customers and investors regardless of macroeconomic pressures.
High-quality businesses can be held for many years (ideally forever) which produces superior after-tax results.
Investment Results
The latest performance figures can be found here. Please inquire for more information.
Investment Terms
Client investments are held in separately managed accounts in their name. The client always maintains control of their investment assets and has full transparency into the investments they own. Clients are welcome to deposit or withdraw funds at any time with no penalties or restrictions. LVS Advisory bills a quarterly advisory fee. There are no other fees or hidden incentives.
Please contact us to learn more about becoming an investor.