Anji Microelectronics Technology (Shanghai) Co., Ltd.

A top-tier grower. Revenue and profit are compounding together at an elite rate. A core holding profile for growth and quality-growth strategies. The strongest point: revenue grew 32%/yr over the last 3 years, ahead of 90% of companies worldwide.

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The strongest point: magnificent long-term results. The one thing to watch: the stock is underperforming over three months.

A premium price for a high-quality, fast-growing business. Multiples screen expensive, but quality (97/100) and growth (97/100) rank near the top of the market. This is a pay-up-for-the-business profile, not a broken one — better suited to growth or quality mandates than pure value. The strongest point: its current P/E of 32x is 33% below its own 47x historical median P/E. The one thing to watch: the valuation leaves little margin of safety, so it leans on growth and quality to deliver.

A genuinely high-quality business. High margins and strong returns on capital, with a clean balance sheet. A core fit for quality and quality-growth strategies. The strongest point: best on net margin at 49%, better than 90% of companies worldwide. The one thing to watch: the free cash flow yield is thin.