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Suncoast Equity was founded by Donald Jowdy in 1997. Prior to that , Don was a portfolio manager with Polen Capital.
Don has also worked as an equity analyst with 13D Research, Inc., advising institutional clients through an independent investment research organization and as a Senior Associate with Price Waterhouse Coopers.
SEM implements and manages the SEM-DIS (Disciplined Investment System) and has done so since the inception of the firm. The SEM-DIS, in a broad sense, aims to select high quality companies which meet stringent quantitative criteria of above average return on equity, net free cash flow earnings, below average debt to capital, among others. If a company meets the stringent requirements of the SEM-DIS or in-depth fundamental review of the company is conducted. Inherent in this review process is the analysis of the quality of management and its capital allocation abilities. The SEM-DIS seeks growth businesses with low risk.
Important Information
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Why cash flow is king in our portfolio
3 April 2012
We own businesses that generate excess cash, and this abundance of cash allows our companies to invest.
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