Steve DuFour has a growth at a reasonable price (GARP) investing style. Historically, he has spent his time looking at the income statements of reasonably priced companies to find earnings growing faster than the market. However, in this market cycle, he is going to the balance sheet first, and looking at how much cash and debt companies have. He focuses on their liquidity ratio, and has stringent screens he performs to arrive at a concentrated portfolio, Fidelity U.S. Focused Stock Fund. Steve shares how he’s reacting based on one of the most important earning seasons in coming years. And amidst a climate of disruption, he’ll share how being agile is working to his advantage.

Recorded on June 17, 2020.