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Investment Criteria

Our targeted companies provide leading edge products and services, with sustainable competitive advantages, superior management teams and strong financial controls.  We look for a minimum of 15% revenue, unit and earnings growth over the prior 6 quarters with equivalent or better growth projected for the next 2 years.  We favor companies leading their industry groups with strong relative strength.  We prefer companies that are trading at reasonable price to earnings ratios versus our growth projections and the applicable peer group.  We seek investments that present a minimum of 25% upside within 12 months.