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Stock Selection & Portfolio Construction

Quality companies & diversified portfolio supported by Pella's Segmentation Strategy

Stock Criteria

Attributes Pella seeks from the companies it invests in
Cash Generative
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Target companies that are highly cash generative

Fortress Balance Sheet
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Solid balance sheets with minimal debt

Consistently Growing
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Focus on companies that sustainably and consistently grow

Superior Management
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Proven long-term thinkers and consider all stakeholders

Attractive Valuation
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Determined by measuring cash generation to price

Sustainable Practices
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Superior ESG characteristics and do not cause unnecessary harm

Portfolio Exposures

Exposures across geographies, industries and company sizes
Multiple Geographies
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Investing in both developed and emerging markets

Diverse Industries
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Solid business models across several industries 

Various Sizes
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Invests in relatively smaller companies to behemoths

 

Segmentation Strategy

Captures the maximum growth in a prudent, risk-aware manner
Cyclical
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Solid businesses in cyclical industries poised for an upturn

Core
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Market leaders generating consistent & growing cash flow

Innovation
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Fast growing & often distruptive businesses

MULTIPLE OPPORTUNITIES

SEGMENTATION STRATEGY