Stock Selection Process
After the data-driven, primarily quantitative stage, we evaluate any
fundamental information that is not captured in the research databases
that would argue against inclusion of a company in our clients’ portfolios.
This might be information about company’s competitive positions in the
business sector, patent expirations, labor unrest or potential significant
litigation. The Negative Research stage eliminated approximately 20% of
the companies, leaving us with a pool of roughly 80 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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