Topics covered: Valuation techniques, Turnover, Trailing three-year growth statistics, Systematic Valuation Discipline, Stock selection process, Sellside consensus earnings estimates, Risk Management, Projected growth, PEG-ratio analysis, Multi-cap growth, Intrinsic value, Holding periods, Fundamental research, Earnings transparency, Earnings and revenue growth momentum, Competent management, Collaborative investment approach, Cash flows, Absolute and relative return disciplines
