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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: Themes

While our focus is primarily on finding quality companies that are leaders in their sectors of activities, with a lesser emphasis on underlying economic trends, we like to invest in firms that take advantage of secular trends. A few of the themes we are currently interested in are listed below:

Basic Criteria
Market Positioning
Themes
Financial Markers