Stock Selection Process
The last stock selection step is a Top-Down evaluation of future
economic activity. We strongly believe that today we live in a global
economy and any stock selections have to evaluate a company’s future
within that framework, so in this step, we evaluate the remaining
companies from the perspective of their fit within the framework of the
future economic activity. Our focus is on those companies that are
likely to benefit during the next one to five years.
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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