Growth Trilogy is built on the core belief that Growth is the foundation from which all other investment attributes derive. In investing, every aspect—whether it’s Value, Industry Strength, or Price Momentum—ultimately reflects anticipated Growth. Here’s how:

• Value is often seen in stocks that exhibit strong growth potential; the company’s future earnings or expansion prospects make it valuable.
• Industry Tailwinds signal growth opportunities within sectors, creating favorable conditions for companies to scale.
• Price Momentum indicates that the market recognizes value in growth, driving demand and price movement.

By focusing on Growth, Value, Industry Tailwinds, and Momentum, the Growth Trilogy captures companies that benefit from these growth-driven factors. The strategy targets:

• High-growth companies poised for expansion
• Sectors with upward trends or new highs driven by growth-oriented tailwinds
• Large market opportunities fueled by sustained growth
• Strong price charts with earnings support that signal market confidence in growth

With growth as its foundation, Growth Trilogy offers a concentrated, high-impact portfolio of about 15-17 stocks, aligning with both growth potential and timing.