67 WALL STREET, New York - July 8, 2013 - The Wall Street Transcript has just published its Investing Strategies Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Topics covered: Bottom-Up Stock Selection - Cyclical Sectors, Exposure to Emerging Markets - Large-Cap, Deep-Value - Value Oriented Strategy - High-Quality Companies - Value Investing, Deep Value - Longer-Term Investing
Companies include: Intel Corporation (INTC), Amazon.com Inc. (AMZN) and many more.
In the following excerpt from the Investing Strategies Report, an expert portfolio manager discusses his portfolio-construction methodology and his investment philosphy:
TWST: In the public markets, what specifically do you look for in a company as you evaluate individual investment options?
Mr. Glynn: I would say two primary areas of focus. The quality of the management team and their ability to consistently execute on the priorities that they've developed to build a successful long-term business over time, and their ability to create a culture that attracts and retains outstanding people.
The second area we focus on is the market opportunity. Is it large? Can the company that we're looking at over time develop a sustainable, competitive advantage? Is the basic attractiveness of that market good enough that it will be reflected in a business model that generates significant profitability and cash over time?
TWST: What do you think are the most important trends right now in the technology sector?
Mr. Glynn: There are many of them. Certainly, the mobile area, security and the area called Big Data. Those are three emerging areas that are going to create some significant companies over time. We look at many of the SaaS companies because we like the SaaS model in software. Certainly companies that are impacting the ability of enterprises to move to the cloud faster and more productively are attractive. Those are all areas that we're interested in.
One other area that I would add to the list of attractive areas that we focus on is storage. Storage is important, and we're looking at some of the new storage companies. Traditionally, we've had a number of very successful investments in the storage area, and we're building on that cumulative knowledge and expertise...
For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.