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Growth Model

The Columbine Growth Model is a style-specific model designed to forecast alphas in stocks that exhibit growth characteristics. A proprietary, quantitative analytic system evaluates growth stocks on a series of fundamental and technical factors and synthesizes those individual measures into a comprehensive forecast of each stock's probable excess return (alpha) as far out as three years in the future.

The Model was created in the Columbine Growth Universe. The Growth Universe consists of the 750 issues in the Columbine 1500 Universe that score the best on a simple three-way screen made up of:

  • Historical growth in earnings (higher is better)
  • Price-to-book (higher is better)
  • Dividend payout ratio (lower is better)

Think of the Growth Universe as the “growthiest” 750 names in the Columbine 1500. The universe is reconstructed quarterly.

The Growth Model is appropriate for use by portfolio managers whose results are judged against a growth manager peer group, or a growth style benchmark like the S&P or Russell growth indices.

We introduced the Growth Model in 1991.

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