Emerging Growth

The Emerging Growth strategy is focused on small- to mid-capitalization high-growth companies. Because of this focus, the strategy is concentrated in the information technology and health care sectors, with additional exposure to consurmer-related growth themes. We pursue opportunities in other areas as identified. Emerging Growth is a strategy seeking the best growth opportunities regardless of industry.

We review company financial data and analysts’ estimates, and conduct our own quantitative analysis. We look for companies that currently generate or have the potential to generate excess cash. In addition to reviewing a company’s financial data, we believe it is important to look closely at its business plan and assess its managers for their experience and expertise, as well as their personal integrity. We incorporate on-site meetings with corporate managements, reviews of product lines and trends, as well as regular contacts with industry sources.

The final tool is valuation. We look at Price/Earnings ratios and Price/Sales ratios as relative valuations within the peer group and relative to a company’s projected or forecasted growth rate. In keeping with a strategy of long-term investing, we find good companies and hold them as they grow.

Additional information about the Emerging Growth strategy is disclosed in our
Form ADV

Kopp Investment Advisors 8400 Normandale Lake Boulevard Suite 1450 Bloomington, MN 55437 Tel: 952.841.0400 / 800.333.9128