Investment Process Overview

A Continually Refined Investment Process

Our portfolio managers and research analysts access numerous sources of information — both published and proprietary — such as research reports, market analysis and trade journals. Through our continual monitoring of various markets, we seek to anticipate — and not simply follow — major industry trends. We can also strive to take full advantage of important corporate developments, and identify stocks that may be attracting increasing institutional interest. This results in portfolios that include the most potentially dynamic companies and sectors in the market.
 

Our portfolios are diversified among our best investment ideas, rather than stocks selected to mimic a particular investment index. Because we focus on stocks demonstrating the best growth fundamentals as evidenced by strong price and volume movement, our portfolios are concentrated in companies displaying strong fundamentals and technical characteristics. We try to remain fully invested at all times, without making asset allocation decisions between equities and cash.