How to Invest in Secular Growth Companies

We're looking for companies that are what we call earnings compounders who consistently grow their earnings over time. And then from there, we start to look at the competitive mode companies that have maybe unique distribution, value added products or services and a culture of innovation through productive use of R&D dollars. Do they have a history of execution? Are they aligned with shareholders? And importantly, in the large cap space, do they have the ability to reinvent themselves, come up with a second act or third act? This is really important in large cap because as companies get bigger, saturate their market, they hit a wall. If you can't find new growth avenues, typically your stock will struggle