Byrne Asset Management LLC
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About Us
   Philosophy
   Tom Byrne
   Art Ernst

Investment Process
   Understand client
   Look everywhere
   Allocate assets
   Stock selection matrix
  
   Selection example
      The Prime Box
   Diversify
   Monitor

Performance
   Quarterly numbers
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   Return versus risk
   Advanced statistics

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   Risk tolerance

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   Model portfolio funds
   Model portfolio stats
   Choosing funds
   Risk questionnaire

Education
   Asset allocation
   Growth / value
   Capitalization
   Rebalancing
   Risk-investment
   Risk-inflation
 
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The Prime Box


Average annualized appreciation of stocks*:

Click here to see the whole matrix

     in the Prime Box: 26.4%
     in the 4 best boxes (Prime & “Considered”): 19.0%      
     in the “Not Considered” boxes: 8.5%

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