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The Wall Street Transcript

TWST: What kind of returns are you looking for?

Mr. Baker: We're looking for a significant increase inearnings...

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Philosophy-Driven Investment Ideas
We are long term investors and all of our recommendations are driven by a single investment philosophy. Whereas most investment research firms build their coverage around industry sectors or corporate finance interests, we simply focus on finding high-quality stocks that we consider to be attractively priced and have the potential to materially appreciate over a two to three year timeframe. All of our recommendations must meet specific criteria of our defined investment philosophy incorporating elements of growth, quality and control of risk. Importantly, we have a multi-year performance record which we believe validates our methodology and points to the thoroughness of our work.
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Recommendations: We currently have in-depth coverage of approximately 100 stocks. Additionally, our analysts visit over 50 companies each year in order to cull 12-15 new ideas... The GARP Monitor®: Quarterly Company Briefs: Each quarter we publish a compendium in book form of all of our research ideas. This review includes a two-page written...
Industry Themes: GARP occasionally publishes articles that discuss sweeping industry themes, such as our prescient Genomics Overview (1998), our comprehensive EDA Trilogy (2000)... Research Notes: We publish periodic updates on our recommended companies. We try not to be "news repeaters," but write on our ideas when critical information is...