Shayne M. John discusses Decatur Capital Management Inc. and the Mid Cap Growth Strategy. Mr. John is not a conventional growth investor, but rather, he considers himself an earnings cycle investor. An earnings cycle stock is one that is experiencing a period of above-average growth as a result of an internal or external catalyst. According to Mr. John, the catalyst is generally a new product or technology, entrance into a new market or a change in the competitive dynamics in the industry. When the earnings cycle begins, sales and earnings grow faster than expected, and Mr. John aims to capture this anomaly.
Full interview available here.
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