Special Situations

How Should I Use the Special Situations Portfolio?

We choose a stock for this portfolio if we believe it has a reasonable chance of achieving a 40-100% return within 6-24 months. We seek to turn over the portfolio frequently to maximize annualized returns. Special Situation stocks are chosen for:

• • current valuation,
• • quality of their financial performance,
• • near-to-mid-term potential for growth in their lines of business and
• • strength of their business model and their ability to innovate or adapt

Not every company in this portfolio is the technology leader in its field. Technology leaders, with the long-term promise that it implies, are found in our Paradigm Portfolio. Companies may be listed in both portfolios when a Paradigm company appears positioned for exceptional near-term gains.

Each stock represents a 2% holding in an investor’s equity portfolio.

subscribe to Gilder Technology Report