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Strategy Selection

Strategy Investment Philosophy

History shows that the market has favored certain investment strategies over others. While many strategies often struggle or fail to outperform an appropriate benchmark, other strategies enjoy a higher rate of success. The inability to outperform a benchmark can stem from the lack of a clearly articulated strategy. Even though past performance is no guarantee of future results, history plays a significant role in shaping the future. While there are periods where the market rewards some strategies, history tells us that these results cannot be maintained over the long term. However, once a strategy is discovered that has been consistently rewarded over time, it is believed that the market will continue to reward such a strategy in the future. The process to create this type of an investment strategy is based largely on the following four steps.

Identify the Universe of Stocks
Examine Financial Results
Determine the Soundness of the Strategy
Select Companies with Attractive Valuations

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