Our disciplined research process focuses on determining whether a prospective company meets our definition of quality.
We rely on our own research as to why a company may grow profitably for the long term.
How We Approach Investing
Our strength lies in combining a singular focus on global small-cap research with the expertise of our team. We take a bottom-up approach and engage directly with the management teams of the companies in which we invest, gaining ongoing insights into what will drive their persistent success. It’s vital to have confidence and conviction in the business, given our extended forecast horizons and holding periods. We define persistent success, and the primary long-term performance metric, as the growth of distributable cash flow per share.
FUNDAMENTAL.
We engage in comprehensive research and analysis with an intense focus on ESG and risk management.
CONCENTRATED.
We build high-conviction portfolios from our best investment ideas and research.
LONG TERM.
We maintain an uncommonly extended investment horizon.
How We Define a High-Quality Company
We invest in high-quality businesses with the structural ability to create long-term value through a combination of enduring competitive advantages, disciplined capital allocation, and resilient business models. These companies typically operate with leading market positions, pricing power, and high returns on invested capital, supported by strong balance sheets and cash flow generation.
BUT QUALITY EXTENDS BEYOND FINANCIAL METRICS.
We look for companies led by capable, aligned management teams with a clear track record of making sound, long-term decisions — particularly in capital deployment and strategic positioning. Governance matters deeply. So does corporate culture, adaptability to change, and a business model’s exposure to secular tailwinds or insulation from disruptive threats.
WE CONSIDER STRENGTHS & VULNERABILITIES
Our process is designed to understand both the strengths that underpin a company’s long-term advantage and the vulnerabilities that could impair it. This depth of insight allows us to develop high conviction in a company’s ability to sustain and grow its value creation over time — and to hold it with patience and discipline, even through periods of market volatility.
ULTIMATELY, WE BELIEVE THAT TRUE QUALITY COMPOUNDS.
By focusing on businesses that combine durability, optionality, and strong stewardship, we aim to deliver superior long-term outcomes for our clients.
How We Determine the Quality of a Company
WE DELIBERATELY EMBRACE IDEAS FROM A WIDE RANGE OF SOURCES.
These ideas include, but are not limited to, fundamental screening, attending conferences, publications, and engaging with industry peers. This fosters inquisitiveness and allows us to evaluate global investment opportunities based on their individual merits.
WE RELY ON PROPRIETARY INTERNAL RESEARCH AND ONLY INVEST WHEN A COMPREHENSIVE STUDY HAS BEEN CONDUCTED.
Our research process is conducted worldwide, providing a feedback loop to compare, contrast and learn across markets. Research is team-driven and the ultimate decision for inclusion into the portfolio must be unanimous between the team members.
WE BELIEVE DIFFERENTIATING BETWEEN GOOD AND EXCEPTIONAL MANAGEMENT IS CRITICAL TO THE SUCCESS OF A LONG-TERM INVESTMENT.
We do in-depth subjective evaluations of management to determine a company’s return prospects and risk profile. This is a crucial step in our process and has proven many times to be our most effective predictor of future stock performance.
We specialize in long-only small and mid cap equity investing for institutional clients. Laurus is a registered investment advisor in both Canada and the United States.
EMAIL
info@laurusglobalequity.com
PHONE
844-430-5501 (toll-free)
VISIT
120 Adelaide Street West, Suite 1901
Toronto, ON M5H 1T1
STAY IN THE LOOP
Subscribe for insights/updates
Copyright 2025 by Laurus Global Equity Management