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Three GARP contenders

Analyst Robin Hardy hones in on three companies which topped our recent GARP screen to assess their credentials
Three GARP contenders

The world according to GARP

Not the 1982 Robin Williams film but  Growth at A Reasonable Price, the methodology devised by investment guru Jim Slater, has long been a reliable strategy for picking stocks that can outperform.  Our GARP screen has thrown up three very different stocks, each beating positive paths through their respective end markets. A reasonable price does not always mean a low PE or EV/Ebitda if the fundamentals are strong, re-orientation or reinvention can augment the market drivers, large distributions can be foreseen, risk is very well-contained or the ESG case is very positive. Our three picks all have a strong investment backstory, but strong recent share price rallies have consumed much of the near-term value or sought to overlook risk.  

Beating their own drums

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