The strategy is primarily fundamental in nature but uses quantitative tools to increase the efficiency of the team’s work flow.   Quantitative models are used to determine which life cycle stage each company is in and the future expected returns. Those returns are then compiled into a ranking system, of which the top 20% is used as a priority list for new investment ideas.  Because most of the quantitative aspect of the process is automated, the team is able to spend the majority of its time dissecting and fundamentally analyzing new ideas from a list of the most promising stocks.