Why not utilize the Prime Box solely?
Only 2.3% of the stocks in our universe satisfy
the stringent growth and value criteria.
There
can be much auto-correlation among stocks in the prime box.
Click here
for a stock selection example.
Why not buy
everything in the Prime and “considered” boxes?
17% of our stock universe tends to be in one of
the buy boxes; we cannot practically own 155 stocks.
Diversification and qualitative factors must be
weighed.
Our extensive database of news and financial
data helps filter out unreliable earnings estimates.
Empirically, results show that this approach has worked well in
practice.
Click here for a perspective.
* Based on over 15,000 quarterly stock data points back to 1999