We provide investment advice based on our own investment model. The model has been around for 60 years. The model is based on historical data, past stock market trends, and research within the field and academia.
We start with a database consisting of over 20,000 stocks. After our first group of filters, we work with approximately 175 stocks.
We have 4 main criteria we use throughout our models: Safety, Quality, Value, and Growth.
After those filters are run, we take it a step further and examine each company’s buyback history. We find this to be a very significant indicator of good performance.
Ultimately, our goal is come up with a list of buy items that pass all our quantitative and qualitative requirements and allow for portfolio diversification without portfolio saturation.