// templates
What a strategy looks like once it is written down as numbers.
Everybody says they invest in quality, or value, or growth. 10 of those words are shipped here as actual rule-sets: named thresholds, weights that decide what matters more, and hard lines that end the argument. Read one before you write your own.
The templates
GARPPeter Lynch
Growth at a Reasonable Price - growing businesses whose valuation hasn't run away.
Classic ValueBenjamin Graham
Graham-style: pay clearly less than the business earns today.
Deep ValueWalter Schloss
Statistically cheap against cash flow, with a balance sheet that can wait.
Quality CompoundersTerry Smith
High-return businesses that reinvest at high rates for years.
Dividend GrowthGeraldine Weiss
Reliable, growing payouts backed by cash flow, not leverage.
High GrowthPhilip Fisher
Top-line machines with strong unit economics; valuation gets a leash, not a cage.
MomentumRichard Driehaus
Strength persists: own what the market is already rewarding.
TurnaroundMichael Price
Beaten-down businesses with a survivable balance sheet and a real fix underway.
Wide MoatWarren Buffett
Own toll roads: structurally protected businesses at sane prices.
All-Weather DefensiveFischer Black
Low-drama compounding: stable demand, low beta, real yield.
How to read one
A template is a starting point, not a verdict on how to invest. Every threshold, every weight and every hard line is editable the moment a portfolio applies one - the templates exist because starting from an empty rule editor is where most people stop.
None of these are backtested and Monsa makes no claim about what any of them does to a portfolio. What it claims is narrower: pick a set of rules, and it will tell you every night which of your holdings still clear them.
The name beside a template is the investor the style is usually traced to - a lineage, not an endorsement. None of them has anything to do with Monsa, and running one of these rule-sets is not running their book.
Or skip the templates entirely: write your thesis in plain English and Monsa drafts the criteria for you to edit.