INVESTMENT PHILOSOPHY

Tygh Capital believes that stock prices follow earnings over the long term.  The firm uses fundamental research to identify companies that meet the following criteria:

  • A minimum of 15% revenue and earnings growth potential for at least the next two years; 

  • Sustainable valuations from the time of purchase; and

  • At least 20% upside to price target over a 12 month time horizon. 

 

Intensive bottom-up fundamental research focusing on sustainable growth and superior cash flow generation drives stock selection.  Tygh believes a portfolio made up of stocks with these characteristics is most likely to generate excess returns over a full market cycle.