A Quality Executive Compensation Plan Lowers The Risk Of Investing In John B. Sanfilippo & Son,

Recap from August Picks

The Exec Comp Aligned with ROIC Model Portfolio (-0.8%) underperformed the S&P 500 (+1.4%) from August 16, 2023 through September 12, 2023. The best performing stock in the portfolio was up 8%. Overall, 5 out of the 15 Exec Comp Aligned with ROIC Stocks outperformed the S&P from August 16, 2023 through September 12, 2023.

This Model Portfolio only includes stocks that earn an attractive or very attractive rating and align executive compensation with improving ROIC. I think this combination provides a uniquely well-screened list of long ideas because return on invested capital (ROIC) is the primary driver of shareholder value creation.