S&P Global: Searching For The Right Multiple Going Forward

Group 1 - The company aims to invest in firms with ideal qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them indefinitely [1] - The investment strategy involves managing a concentrated portfolio to avoid underperformers while maximizing exposure to high-potential winners [1] - The company may rate strong companies as 'Hold' if their growth opportunities do not meet the required threshold or if the downside risk is deemed too high [1]