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- Fundamental research can identify companies that will grow profits more consistently and faster than their peers and the overall market
- In-house research provides a competitive advantage as Wall Street firms reduce their commitments to fundamental research
- Emphasis is on "service-based" companies, which historically have been more predictable and more profitable
- Increased pressure on senior management to meet earnings forecasts requires detailed analysis of financial statements and accounting practices
- Favor owner/operator management who are focused on efficient capital management and growth of long term shareholder value
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