Thompson IM Funds(1)
Sustainable Returns Through Leaders
Thompson Plumb Growth Fund
US> Science-Technology > NA
Jul 19, 2007
To appear on the radar of the Thompson Plumb Growth Fund, a company has to display consistent growth, solid fundamentals, and attractive valuation. Above all, it has to be well established in an industry with sustainable -- not cyclical -- trends, and high barriers to entry. Despite the underperformance of his style in recent years, the manager John C. Thompson sticks to the quality large-cap growth stocks in expectation of an inflection point.