We are dedicated to the fundamental values on which our firm was founded, and our mission is to preserve and grow your capital to help you achieve your financial goals.” – Quoc Tran, Chief Investment Officer and Managing Partner
High Quality Concentrated Growth Investing
High Active Share
Our portfolios are consistently 90% differentiated from the market. We believe that in order to achieve long-term outperformance, our portfolios have to be different than the market.
Concentration
Lateef portfolios are comprised of a diversified group of 15 to 25 companies. The quality of investments matters more than the quantity. Concentrated portfolios allow us to maximize the effectiveness of our active share.
Growth
Our rigorous bottom-up research process seeks quality growth equities trading at reasonable prices (growth-at-a-reasonable-price, or “GARP”) and isolates investment opportunities based on the fundamentals of each particular company.
Long-Term
We construct portfolios we believe can grow through all periods of the economic cycle and seek protection against permanent capital impairment. We believe shareholders are rewarded for investing for the long-term.
Compounding
We seek to buy and hold high-quality companies over the long-term (3-5 years). We let time work in our favor. High quality compounders allow us to extend our holding periods.
Owner Mentality
Our investment criteria identify companies with sustainable competitive advantages, high barriers to entry, strong balance sheets, and owner-oriented management.