The Walrus Partners Special Situations Discipline starts with individual stock selection. We do continually monitor economic, financial and even political trends, and use this information in some of our investment accounts.

But the heart of the strategy is fundamental security analysis applied rigorously and systematically. We search the ranks of the developed world's equity markets looking for the leading companies in the fastest growing industries. They are often their industry's prime innovators or technological leaders. Some are even creating their own industries.

Next >>