Our Philosophy

Equity performance over time is driven by company fundamentals. Identifying changes in fundamentals is the key to both: 1) avoiding “torpedo” stocks (with the resulting performance penalty), and 2) making timely purchases of strong or improving companies. When companies can no longer meet promised growth goals, the next step is often to disguise this through more aggressive accounting. Since many investors rely on simple metrics subject to distortion by management, any successful analytical approach must identify and measure both fundamental trends and potential distortions in financial reporting.

Jefferson Research

3875 SW Hall Blvd.
Suite B
Beaverton, OR 97005

Phone: (503) 228-8474

© 2020 Jefferson Research