Lisa C. Charles

Profit Investments initiates the research process with their in-house proprietary screening model— Profit Investments Style —which is most similar to the GARP investment style. The firm utilizes a valuation-sensitive growth investing style. They look to own quality companies trading at a discount, that have a catalyst to help them reach their intrinsic value after a rigorous evaluation process. That evaluation process blends bottoms-up analysis, quantitative and qualitative analysis and risk-control guidelines. Profit Investments believes that a sell discipline is just as important as a buy discipline. The paramount reasons are a stock reaching their price target or management changing strategy so that the original investment thesis that they used to buy the stock is no longer accurate.