The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.
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Trend Following
Quantitative, Rules-based
We evaluate buying opportunities when our quantitative decision rules identify an uptrend in the price of a security.
Security Selection
The Most Complex Question
We seek to buy securities exhibiting strong risk-adjusted returns during a recent uptrend.
Trailing Stop Discipline
Quantitive, Rules-based
We will sell a security when our quantitative decision rules identify a downtrend in the price of a security.