Buy Criteria Our buy discipline is based on an individual company’s growth opportunity as defined by its market opportunity, the quality of its management, the strength of their balance sheet and the identification of a catalyst for change relative to Wall Street expectations. We strive to create long-term capital gains on a stock by stock basis and to offset gains when possible. We believe that a company’s market opportunity, its people and its financing provide the foundation that will ultimately drive valuation. We seek our edge from the mosaic of our experience and our investment network in identifying unique and undiscovered opportunities. Companies with these investment characteristics become candidates for purchase in your portfolio.