Identifying superior businesses with sustained high returns on capital in a universe of small to mid-cap stocks is easier said than done. FPA Perennial Fund manager Eric S. Ende endeavors to do exactly that by adopting a judicious strategy of a company-oriented approach, scrutinizing past track records, and analyzing the businesses to confirm that the company’s past superior performance will most likely continue into the future.
350 Fund Managers Interviews - 10-year Annual earnings on 4,600 U.S. companies - 20-quarter Earnings on 3,800 U.S. companies - 3,200 U.S. IPO Prospectuses
- 2,100 Economic data releases from U.S., EU, UK, India, HK and Australia. 10-year Annual reports on 3,500 U.S. companies -
U.S. Earnings Calendar with 4,800 companies - 90,000 10-K reports - 26,000 Global markets news archive - 2,200 Earnings Conference Call Summaries