PORTFOLIO CONSTRUCTION

Current positions are constantly monitored

A weekly summary of all holdings is tabulated using current screen rankings and fundamentals as compared to similar companies.

• Quarterly earnings are previewed and reviewed
• News flow—such as mergers & acquisitions, government regulations, and competitive dymanics—is scrutinized

Rebalancing

• Positions are rebalanced to target when they deviate more than 50% from target weighting in portfolio