“We are not looking to make short-term trades. We are looking to invest in high quality mid-cap stocks with a proven and consistent record of growth that we can hold for a long period of time.“
North Track Geneva Growth Fund
Geneva Growth Fund invests in US based companies with consistent records of performance, experienced management, solid earnings history, superior growth potential and market values within the cap range of the Russell Midcap Index. About 70% of the investment team's new ideas come from conferences and company visits. This bottom-up approach is supplemented with “top-down“ considerations-reviewing general economic conditions and analyzing their effect on various industries.
We're adding about 10 new names a year. So we can be patient and let some of these great ideas come to us. That gives more time to do more research on fewer select names and understand them better.
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