Stock Selection Process
Our equity selection process starts with approximately 500 stocks with
a market capitalization of $5 billion or greater that are listed on the US
exchanges. We pay close attention to the actual float – providing level
of liquidity appropriate for our clients’ conservative equity portfolios.
This initial universe consists of approximately 500 stocks.
The process described above cannot, in and of itself be
used to determine which securities to buy or sell or when
to buy or sell them.
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