Appropriate Size

• Small/Mid/Large
• Typically $250M And Above

Sector Selection

• Top Down Economic Analysis
• Bottom Up Model Sector Ranks
• Optimized Historical Sector Weights

Individual Stock Analysis

• Income Statement
• Balance Sheet
• Fundamentals
• Earnings
• Price Chart
• Major Developments
• Insider Ownership
• Shares Available
• Trading Volume
• Strong Ranking/Strength Based On JIR Analysis

Investment Committee Approval

• Presentation
• Voting
  
• Most Junior Member Votes First
  
• Majority Vote

Portfolio Team Purchase

• Liquidity Review When Purchasing Small Cap
  
• Monitor Chart Pattern

Trader

• Humans Add Value To Process