Investing in quality growth companies is a pretty basic concept: Stay hyperfocused on entities with good balance sheets, health free cash flow, and high and stable returns on equity. Like eating well and exercising, success is the product of consistency and discipline.
“Investing is often seen as some effort to uncover something magical,” says Matt Benkendorf , the chief investment officer of Vontobel Quality Growth and co-manager of the $368 million Virtus Vontobel Global Opportunities Fund (ticker: NWWOX). “We look for what’s already there in front of our faces, and then see if we can understand why it’s there and if it can continue.”
Matt Benkendorf photograph by Devin Christopher