Part III – Cassandra Model Overview

Cassandra in Greek Mythology

In Greek Mythology, Cassandra was a prophetess and the daughter of King Priam and Queen Hecuba of Troy. Apollo, who was in love with Cassandra, had given her the power to foretell the future. When she refused his love, he made it so that no one would ever believe her prophecies again.

We have named our stock selection model after her in recognition of the fact that value investors are often not believed when selecting stocks and other securities that possess excellent fundamentals, but are out of favor or are undiscovered. Like Cassandra, our model often has amazing predictions that go unnoticed or unbelieved; but that have proven to be correct in many cases over time.

The Cassandra Stock Selection and 6 Factor Models

The Cassandra Stock Selection Model (TM) is a proprietary, quantitative model of Paul M. Wendee & Associates, LLC. It is designed to screen and pre-qualify stock candidates from a large universe of publicly traded stocks. The 6 Factor Model (TM) is a model developed by Paul M. Wendee & Associates, LLC to provide a rigorous and disciplined approach to the analysis of public and private companies. The 6 Factor Model (TM) is used to conduct further extensive analysis of stock candidates that are selected using the Cassandra Stock Selection Model (TM) or other stock selection processes. The chart below shows the Cassandra stock Selection Model (TM), the 6 Factor Model (TM), the portfolio management process, and the feedback loop that is used by Paul M. Wendee & Associates, LLC in investment research and analysis.

Cassandra Stock Selection and 6 Factor Models