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The firm combines quantitative
and qualitative analysis in its search for portfolio candidates. From a quantitative
standpoint, we analyze a company's position within its life cycle and rank its corporate
performance relative to its life cycle peers. We then evaluate a company's ability to
create wealth, and shareholder value. We are looking for companies that understand and
exploit the relationship between cash flow return on investment and cost of capital. Our
fundamental research centers on our analysis of a company's financial statements. Using
forecasts of future operating results and cash flow return on investment figures, we are
able to calculate a target price for each stock under consideration. Portfolios hold
approximately 120 stocks and are subject to diversification constraints.
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