The Universe Is Among The Most Attractive Asset Classes

Many growing companies are springing up all over the world, not just the U.S., as other countries have encouraged the capital markets rather than traditional bank or family financing. New technologies make it easier for a growth company to start in other parts of the world. Trading has become more centralized as many have listed on U.S. exchanges and accounting issues are becoming more uniform.

In major markets, small company stocks have outperformed large cap stocks, similar to the I-S studies in the U.S. But, since 1990, global small company stocks have not kept pace with large US cap stocks, thus challenging portfolio managers. GEGC has however substantially outperformed the large cap returns.

Rather than being overwhelmed with the many possible publicly traded companies around the world, one should view this universe as an opportunity for cherry-picking, rather than blanket buying. One must have a proven investment discipline, good expert computer systems, and above all savvy judgement.

GEGC Is A Low Cost Provider With Savings Passed On To Clients

The elephant/octopus funds that have frequent-flier analysts or offices around the world have been replaced by digital data sources, such as the Net, and more centralized approaches. In fact many elephant, as is true for funds in general, have underperformed index returns. The efficient market hypothesis works in the international arena as well. Some new funds are using pure quant approaches.

GEGC Has A Long History of Picking Winners With Unique Investment Tools

 GEGC uses cyber-quant tools to beat the indices and competition. GEGC also has low overhead. GEGC uses a virtual office and spends a few dollars a day on digital tools. GEGC concentrates only on a small sliver of true growth niche companies, and avoids many of the me-too discovered nongrowers that saturate the portfolios of our competitors. In fact, very few of our stocks are in our competitors' portfolios. GEGC's portfolio manager has had the savvy to discover early on and much later sell appropriately big performing old-time favorite stocks such as NIKE, NUCOR, LIN BROADCASTING, ALTERA, PAYCHEX and since GEGC's inception NARA, EAST WEST BANK, AVERT, SHINAWATRA, AMS, STEVE MADDEN, SERONO, ORBOTECH, SYNECTICS MEDICAL, MANCHESTER UNITED, TT TIETO, MISYS, LONDON BRIGE SOFTWARE, KEWILL, BARRA, KROLL, NFO RESEARCH, CRYPTOLOGIC ,COPART, M-SYSTEMS, LOUVRE, METRO INC., MOLECULAR DEVICES, OPINION RESEARCH, and DENDRITE as examples.

With GEGC's low cost structure, investors should pay lower fees. Similar to generic drugs or private label products, and smart office systems versus manual intensive offices requiring high- rent bricks, GEGC is on the cutting edge of the future form of portfolio management structures that are gradually being accepted in the market place.

GEGC Invests Mostly In High Growth Stocks

Click on the above icon to see the area in which GEGC concentrates its investments. GEGC seeks the sweet spot, the high growth stocks, which are not well known, offer good growth opportunities, require investment savvy, and can still be picked up via digital sources. Of say 35,000 stocks in a major global data base, only 200 to 300 would be of interest to GEGC.

Reasons To Invest With GEGC

• Long proven record with savvy to pick big winners on a risk-adjusted basis.
• Leading performer among competitors
• Adequate capacity to take on money without diluting performance.
• Cutting edge investment discipline.
• Low cost producer of top results, savings passed on to you.
• Excellent communications with investors.

Last modified on Wednesday, October 01, 2008