OUR PORTFOLIOS GENERALLYHAVE LOWTURNOVER, BUT SELL DISCIPLINE GUIDESWHEN TO EXIT POSITIONS
Relevant shifts in growth tactics (organic to acquisition-driven)
Significant balance sheet deterioration
Key managment turnover
Controversies , impropriety
Significant changes in executive compensation / compensation distribution
SELL CRITERIA
Valuation levels significantly above historical industry averages/peers (large cap and global portfolio)
Significant changes in executive ownership
ENTREPRENEURSHARES | 175 Federal St, Suite 875 Boston, MA 02110 | 617 279 0045 www.ershares.com | FOR FINANCIAL PROFESSIONAL USE ONLY
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