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Philosophy
& Strategy

Value of Small-Cap Investing
Investment Criteria
Research Process
Portfolio Management Philosophy
Risk Management
The VBA Advantage

Investment Criteria

At VBA, investments undergo a rigorous selection process. A stock must have clearly defined attributes in order to be selected for inclusion in the portfolio. While there are many benchmarks to be met, the overriding criterion is always the quality of management.

 

Basic Criteria
Market Positioning
Themes
Financial Markers