Preface

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.

Please click on the link below to see a diagram of our innovative stock selection and portfolio management approach.

Cassandra Stock Selection Model and Portfolio Management Approach