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Mariko Gordon13F | |
| Daruma Capital Management | |
| Last update 2019-08-14 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
| Portfolio Report | |
Mariko Gordon Investing Philosophy
Mariko Gordon primarily invests in small cap stocks. She runs a concentrated portfolio of 25 to 35 small cap stocks. She thinks that the best time to buy is not just when a stock offers good value, but when we can clearly define what will drive the price higher. In most cases, the “driver” should be better-than-expected sales, earnings or cash flow growth.
Mariko Gordon Investing Philosophy
Mariko Gordon primarily invests in small cap stocks. She runs a concentrated portfolio of 25 to 35 small cap stocks. She thinks that the best time to buy is not just when a stock offers good value, but when we can clearly define what will drive the price higher. In most cases, the “driver” should be better-than-expected sales, earnings or cash flow growth.
Performance of Small-Cap Composite - Daruma
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