1. Screen a Universe of approximately 7,500 stocks to find companies which meet our criteria for:

  • P/E multiple
  • Projected 12-Month Earnings
  • Price/Cash Flow Multiple
  • Price/Book Multiple
  • Dividend Yield
  • Less than 20% above 52-Week Low
  • Debt Quality of at least investment grade

2. Once a Research Universe of 100 stocks is established:

  • Examine each company on a stock-by-stock basis
  • Using Bottom-Up Approach:
    · Price/Earnings Multiples
    · Asset Growth Rates (Inflation Adjusted)