As always, do your own research, but this from that Jun Bei Li...

As always, do your own research, but this from that Jun Bei Li of Tribeca is in 'Weekend AfR'f 1-2 July 2023:

‘Intriguing’ stock picks

One such example is Johns Lyng Group, a US designer, manufacturer and marketer of access equipment that has long-term contracts with insurance companies to provide repair services when there is a claim.

It is a high-growth company that has had extremely strong earnings visibility for years. Recently, it upgraded its earnings again by 10 per cent, taking full-year growth to 40 per cent, and analysts are expecting this company to grow 10 per cent a year for the next three years.

The share price fell on the same day as the upgrade, just meeting the hefty expectations, but we see this as a buying opportunity

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I got back to JLG in a few days ago as well (without any knowledge of the above article).

Odd to describe it as a 'manufacturer of access equipment'.

By the way, the return form the Tirbeca fund I looked up (on a 'one year' basis) has been a pathetic 4.64 per cent. Many of us are way better off doing our own research: while we make mistakes, overall I bet heaps of individual investors can do better than Tribeca. How much money some of these "professionals" get paid dilutes what are already not hugely impressive returns, though perhaps suitable for many Australians who are 'scared' of personally investing in the imperfect ASX.