What to look for in stock picks (i.e. great companies): efficiency

In a recent issue of BusinessWeek, Robert Zagunis, chairman of the investment committee at Jensen Investment Mgmt, noted themes he’s looking for as he evaluates specific stock opportunities.  ”One theme for us is efficiency – businesses looking to outsource functions that someone else can do a lot better than they can internally”.

We couldn’t agree more.  Efficiently making sure our customers automate as many contacts as possible is what we do….and most often, we do it better than even great companies can do on their own.


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