OUR 3-STEP INVESTMENT PROCESS PRIORITIZES EVALUATION OF ENTREPRENEURIAL FUNDAMENTALS OVER STANDARD SECURITY EVALUATION
All major exchanges
~55k
15 entreprenurial attributes evaluated by proprietary model
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ENTREPRENEURIAL FUNDAMENTALS
1
ENTREPRENEURSHIP EVALUATION
Market cap >=$300MM
MINIMUM BOUNDARIES
Bankruptcy risk
SECURITY EVALUATION
Security liquidity
Security liquidity
EMERGING MARKETS
INDEX CREATION
~600
US MID CAP
ER100
US LARGE CAP
(...)
2
SECURITY CHARACTERISTICS, FINANCIALS
Traditional fundamentals
Peer comparisons
Structural weakness
News and trends
FUNDAMENTAL ANALYSIS
PORTFOLIO CREATION
~300
(...)
IMPLX
US ALL CAP
US SMALL CAP
IMPAX
Monthly quant reexamination
Quarterly rebalancing
MONITORING, REBALANCING
Daily dashboard
3
MONITORING, REBALANCING, SELLING
7 Sell
Generally low turnover
SELLING
criteria
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