Here’s what we’ve been up to lately.
Calling this fund “actively managed” is putting it mildly.
We work hard everyday; we consider effective portfolio management a full-time job.
We don’t use robo-picks. We don’t select equities by proxy, committee, or computer. Reviewing over 9,000 publicly-traded U.S. stocks, every quarter. And selecting ONLY the very few that fit the screening criteria of our formula.
Here are the results: