5000+ Common Stock Database (Market Cap, Liquidity, Balance Sheet Strength) |
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All Cap Core 100 Universe 1000 Stocks ($1.0 billion and higher) |
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Multi-Factor, Bottom Up Quantitative Model |
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| Valuation Models Profit Margin Momentum Reward/Risk Parameters Stock/Industry Price Momentum |
Bottom Up Selection Process All stocks equally weighed No Sector Minimums or Maximums Rebalanced Periodically Includes ADRs |
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All Cap Core 100 Portfolio |
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