After the initial screening, we apply a 4-step process to further reduce the list of potential holdings to the final 25-30 that are included in a portfolio.
Start
Screen over 11,000 stocks (300 – 550 stocks pass initial screening)
Execute Four Step Stock Selection Process
- Fundamental – Complete analysis of company's financial and competitive health
- Quantitative – Analyze company's stock valuation utilizing several proprietary formulas
- Technical – Identify trends in supply and demand and measure them to the stock in review
- Economic – Analyze current economic conditions and their potential effect on company's stock price
Finish
Final Portfolio (25 - 30 Stocks)
Our sell discipline, is based on the opposite characteristics that indicate it is time to buy a stock.