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Investment Process

5000+ Common Stock Database
Catholic Values Screened Stock Universe
$1.0 Bil and up
1000 stocks
Multi-Factor Quantitative Model
Quantitative Factors Include
Profit Margin Momentum
Valuation Models
Reward/Risk Parameters
Stock/Industry Price Momentum

Summit Catholic Values 100 Portfolio
Highly Diversified
100 stocks
1% of each stock

 

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