Traditional Equity Management
Investment Process Overview: Fundamental Value
Model
- Utilizes 4 basic components:
- Projected earnings growth
- Dividend yield
- Price/Earnings ratio
- Earnings quality
- Stocks are ranked by their composite scores
- Analysts select stocks from the top 4 deciles
for further research
Limited exceptions when justified
We use this model to identify the value subset of the
universe that reflects the greatest return potential.
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