We are global growth investors.
Finding long-term winners
Treasure Link Limited identifies sustainable growth trends that are under-appreciated, not well understood and mis-priced by the market, and in our view, the resulting winning and losing stocks.
Earnings growth drives stock prices
Companies that consistently earn more than the year before are generally rewarded with higher stock prices over time.
Sustained earnings growth
Consistent growth, independent of cyclical factors and above the peer group, is valued at higher multiples.
Identify mispriced growth
Consensus earnings estimates often underestimate growth, its sustainability and cash generation capacity, allowing opportunities to invest in stocks well below their intrinsic value.