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Investment Themes
This list of companies below is designed to capture excess returns from quality stocks set at a reasonable price.
This is the QARP investment style for Quality at a reasonable price. Companies of sufficient size and liquidity that meet qualitative criteria relating to their financial health, business model stability and return on capital are selected. Then, a valuation filter is applied in order to retain only those companies that are valued at a reasonable price.
Qualitative" companies have controlled debt, a high return on capital employed, relatively high net and operating profitability, and stable results over time. The valuation filter then ranks the companies according to their cost by comparing their capitalization and/or enterprise value to their revenues (EV/Sales), net income (P/E) and free cash flow (P/FCF) to retain only the least expensive.
Several geographical areas are proposed. The global list includes companies listed in the world's major financial centers. The other lists are regional: North America (United States, Canada), Europe, Asia (Japan, Australia, Singapore, Hong Kong), Emerging Markets, United Kingdom, France, Germany, Switzerland, Netherlands and Italy.
Our selection
 | Basic Materials | Gold Mining | 2.49B | -3.00% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 3.23B | -42.69% | |
| Consumer Cyclical | Other Apparel & Accessories | 1.35B | +3.55% | |
| Consumer Cyclical | Other Advertising & Marketing | 20.47B | -11.05% | |
| Technology | Other IT Services & Consulting | 3.07B | +7.26% | |
| Consumer Non-Cyclical | Other Personal Services | 4.36B | +7.51% | |
| Technology | Other Internet Services | 1.09B | -35.85% | |
| Consumer Cyclical | Used Merchandise Stores | 1.46B | +57.32% | |
| Energy | Other Oil & Gas Exploration and Production | 8.23B | +83.53% | |
| Financials | Brokerage Services | 8.59B | +1.83% | |
| Industrials | Human Resources Consulting Services | 1.04B | -57.37% | |
| Industrials | Other Business Support Services | 5.37B | -32.30% | |
| Healthcare | Other Pharmaceuticals | 1.7B | +1.75% | |
| Energy | Other Oil Related Services and Equipment | 2.9B | +54.28% | |
| Healthcare | Other Managed Healthcare | 1.93B | -4.21% | |
| Industrials | Other Heavy Electrical Equipment | 12.08B | +51.10% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 2.57B | -41.75% | |
| Basic Materials | Nonferrous Metal Processing | 6.67B | -8.88% | |
| Industrials | Electrical Measuring & Testing Instruments | 3.38B | +47.96% | |
| Industrials | Courier Services | 18.02B | +12.73% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 5.9B | -8.48% | |
| Technology | Other Electronic Equipment & Parts | 1.14B | +37.42% | |
| Consumer Cyclical | Sports & Outdoor Footwear | 1.34B | -16.01% | |
| Real Estate | Residential Real Estate Services | 2.18B | -4.14% | |
| Technology | Application Software | 1.54B | +21.54% | |
| Industrials | Other Construction & Engineering | 1.09B | +18.17% | |
| Basic Materials | Other Steel | 50.5B | +35.94% | |
| Industrials | Other Marine Freight & Logistics | 1.96B | +25.50% | |
| Industrials | Other Construction & Engineering | 1.15B | -7.51% | |
| Consumer Cyclical | Jewelry | 12.03B | -19.74% | |
| Consumer Cyclical | Travel Agents | 25.8B | -24.11% | |
| Consumer Cyclical | Other Restaurants & Bars | 6.79B | -9.20% | |
| Consumer Cyclical | Other Footwear | 13.38B | -9.07% | |
| Industrials | Integrated Logistics Operators | 5.01B | +8.63% | |
| Technology | Enterprise Software | 6.58B | -11.41% | |
| Consumer Cyclical | Other Casinos & Gaming | 7.05B | +9.96% | |
| Industrials | Other Business Support Services | 4.43B | -31.74% | |
| Consumer Cyclical | Beauty Supply Shop | 20.98B | -20.40% | |
| Technology | Enterprise Software | 6.06B | -25.76% | |
| Industrials | Regional Airlines | 1.15B | -21.67% | |
| Basic Materials | Other Specialty Mining & Metals | 13.9B | +2.85% | |
| Energy | Other Oil & Gas Transportation Services | 1.56B | -15.69% | |
| Technology | Other Internet Services | 9.63B | -8.89% | |
| Consumer Cyclical | Other Appliances, Tools & Housewares | 14.43B | -8.86% | |
| Technology | Other IT Services & Consulting | 10.33B | +7.75% | |
| Technology | Electronic Component | 57.23B | -9.85% | |
| Technology | E-commerce & Auction Services | 4.81B | -27.17% | |
| Technology | Enterprise Software | 13.46B | -34.61% | |
| Basic Materials | Copper Ore Mining | 1.6B | -8.65% | |
| Technology | Other Communications & Networking | 1.22B | -26.69% | |
| Industrials | Other Construction & Engineering | 3.55B | -5.66% | |
| Technology | Enterprise Software | 1.93B | -41.10% | |
| Basic Materials | Other Precious Metals & Minerals | 1.58B | +169.99% | |
| Services académiques et éducatifs | Professional & Business Education | 1.38B | -25.75% | |
| Energy | Other Oil & Gas Exploration and Production | 12.08B | +13.12% | |
| Consumer Cyclical | Travel Agents | 4.82B | -26.92% | |
| Technology | Other IT Services & Consulting | 4.75B | -33.95% | |
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 42.3B | +108.59% | |
| Financials | Other Consumer Lending | 1.76B | -19.48% | |
| Energy | Other Oil & Gas Exploration and Production | 17.77B | +51.25% | |
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 2.49B | -16.43% | |
| Services académiques et éducatifs | Miscellaneous Educational Service Providers | 8.03B | -8.29% | |
| Consumer Cyclical | Other Discount Stores | 4.83B | -27.30% | |
| Industrials | Other Industrial Machinery & Equipment | 1.69B | +12.33% | |
| Industrials | Other Aerospace & Defense | 34.07B | +5.33% | |
| Basic Materials | Gold Mining | 32.74B | -2.38% | |
| Financials | Investment Management | 3.89B | +3.17% | |
| Technology | Internet Gaming | 3.35B | -18.43% | |
| Technology | Enterprise Software | 5.6B | -43.90% | |
| Industrials | Other Shipbuilding | 12.09B | +9.48% | |
| Basic Materials | Gold Mining | 112B | +5.25% | |
| Consumer Cyclical | Sports & Outdoor Footwear | 12.36B | -19.66% | |
| Technology | Other IT Services & Consulting | 24.11B | -38.70% | |
| Industrials | Online Job Portals | 6.4B | -30.77% | |
| Energy | Other Oil Related Services and Equipment | 2.56B | +62.26% | |
| Consumer Cyclical | Other Apparel & Accessories | 2.19B | -11.79% | |
| Industrials | Transaction & Payment Services | 1.61B | -14.59% | |
| Technology | Social Media & Networking | 1.52B | -22.79% | |
| Technology | Other Computer Hardware | 14.82B | +1.32% | |
| Financials | Other Investment Management & Fund Operators | 2.71B | +2.31% | |
| Services académiques et éducatifs | Miscellaneous Educational Service Providers | 4.61B | -2.29% | |
| Consumer Non-Cyclical | Other Food Processing | 1.29B | +23.75% | |
| Consumer Cyclical | Other Appliances, Tools & Housewares | 6.12B | -4.88% | |
| Consumer Non-Cyclical | Cosmetics & Perfumes | 2.05B | -44.70% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 10.71B | -45.61% | |
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 7.45B | -36.31% | |
| Healthcare | Biopharmaceuticals | 64.13B | -18.34% | |
| Healthcare | Veterinary Drugs | 1.38B | -9.26% | |
| Energy | Integrated Oil & Gas | 101B | +57.64% | |
| Healthcare | Hospitals, Clinics & Primary Care Services | 10.39B | -1.30% | |
| Consumer Non-Cyclical | Food Ingredients | 1.92B | +22.86% | |
| Healthcare | Other Pharmaceuticals | 14.9B | +39.68% | |
| Services académiques et éducatifs | Miscellaneous Educational Service Providers | 3.78B | +38.90% | |
| Technology | Wireless Telecom | 3.84B | +5.45% | |
| Technology | Other Integrated Telecommunications Services | 3.1B | +3.78% | |
| Consumer Non-Cyclical | Starch, Vegetable Fat & Oil Manufacturing | 3.89B | +44.98% | |
| Industrials | Satellite Design & Manufacture | 53.91B | -0.35% | |
| Consumer Non-Cyclical | Carbonated Soft Drinks | 22.16B | +11.39% | |
| Industrials | Other Aircraft Parts Manufacturing | 17.17B | -21.93% | |
| Consumer Non-Cyclical | Cigars & Cigarette Manufacturing | 71.98B | +12.52% | |
News of the components
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