This website is intended for Professional Investors only, who understand the strategies and views introduced and can form an independent view of them.
CROCI represents one of many possible ways to analyze and value stocks. Potential investors must form their own view of the CROCI methodology and evaluate whether CROCI and investments associated with CROCI are appropriate for them. This website does not constitute marketing of any product connected to CROCI Strategies or an offer, an invitation to offer or a recommendation to enter into any product connected to CROCI Strategies. CROCI Investment strategies under various wrappers may be marketed and offered for sale or be sold only in those jurisdictions where such an offer or sale is permitted and may not be available in certain jurisdictions due to licensing and/or other reasons, and information about these strategies is not directed to those investors residing or located in any such jurisdictions. This material has been deemed falling under the MIFID definition of marketing material as not presented as an objective or independent piece of research in accordance with Article 24 section 1.a (Article 19.2 in directive 2004/39/EG) of implementation directive 2004/39/EC. In the data and charts presented throughout this document, “E” refers to financial years that are not yet reported. Forecasts of accounting data for these years are based on market’s consensus estimates as reported by Bloomberg Finance L.P. CROCI metrics for the forecast years are calculated by applying the CROCI model to these consensus estimates. The CROCI team does not make any forecasts or projections of accounting data. Data for historical years are derived from company reports and other publicly available sources.
RISK CONSIDERATIONS CROCI Methodology: The CROCI analysis has been built on the CROCI premise that stocks with lower CROCI Economic P/E ratios may outperform stocks with higher CROCI Economic P/E ratios over time. This premise may not be correct and prospective investors should evaluate this assumption prior to investing based on CROCI analysis. CROCI represents one of many possible ways to analyse and value stocks. Potential investors must form their own view of the CROCI methodology and evaluate whether CROCI and investments associated with CROCI are appropriate for them. The CROCI Team does not provide investment advice. CROCI analysis: The discussion above is based on analysis of agglomerations of the companies in the CROCI universe, which consists of over 800 companies globally. These agglomerations of companies may not be representative of the countries, regions, and sectors which they are intended to reflect. Past Performance is not a reliable indicator of future results and any forecasts may not be realised.
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