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Hopefully positive regulation, but definitely a lack of negative, or overbearing regulation. On the financial side, cash flow return on capital employed is important, as well as balance sheet, Jackson said. The ability of a business to generate a higher return on the cost of capital and then reinvest more cash into itself is powerful and creates a strong compounding effect, Jackson said. Ultimately, the strategy is about finding the best of the best and the most exciting growth, Jackson said. Some might argue that exciting and the UK market don t exactly mix. The market doesn t contain many of the headline grabbing and high growth stocks, such as Amazon or ....