SRTTY - Lessons From Quality Screening With A Discount Valuation Multiple

• Including a valuation discount requirement for quality stocks seems to drag down returns.
• The nature of business models and the pace of innovation is changing, favoring growth companies that are technologically savvy and scalable.
• Backtesting results show that focussing on quality companies in industries with scalable growth prospects, and with more weight for recent metrics leads to active return outperformance.

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