How do you decide if a stock will be a good investment?
Investors' answers to this question usually fall into one of three categories:
- Indexing – No one can answer this question
- Quantitative Data Crunching – Looking at objective metrics and tangible assets
- Fundamental Qualitative Investing – Looking at both objective metrics AND intangible qualities
Director of Education @ShaunMorgan walks through how Eventide seeks to identify early indicators of a company’s long-term success.
You can also find the whole story here ⇒
Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/episode/7ldX... Youtube: The Company Behind the Stock Price ft... Google: https://podcasts.google.com/feed/aHR0...
This communication is provided for informational purposes only and expresses views of Eventide Asset Management, LLC (“Eventide”), an investment adviser. There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses. Eventide’s values-based approach to investing may not produce desired results and could result in underperformance compared with other investments. Any reference to Eventide’s Business 360® approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform Eventide’s overall research process. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.
Eventide’s ethical values screening criteria could cause it to underperform similar investments that do not have such screening criteria. This could be due to ethically acceptable companies falling out of favor with investors or failing to perform as well as companies that do not meet Eventide’s ethical screening guidelines. The Adviser’s judgment about the quality of a particular company may prove to be incorrect.
Eventide uses its trademark (“Investing that makes the world rejoice®”) in a figurative manner to help explain its focus on serving investors by helping them improve the world.
