CBC Capital Growth Fund

Description:

Portfolio is comprised of underpriced Mid and Large Cap growth stocks. I run a screener for stocks with an appealing PEG ratio, light volume & minimal analyst coverage. Industry & company analysis is key as this is a purely fundamental portfolio. Stocks are added to the portfolio if either growth prospects improve or the stock price remains flat for a significant period. As our holdings gain momentum & their true value is recognized by institutions, light volume becomes an asset as there is simply not enough stock to go around without turning a 9-month chart into an Everest sillouette. A number of the holdings happen to be ADRs though this is de facto and not intentional.

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