Independent Accurate
Unbiased Disciplined

Our Investment Policies

The following rules are strictly enforced in relation to the ownership of recommended investments. Any employee or contractor who breaks one of these rules will be summarily dismissed:

  1. No analyst may buy a stock knowing it is under consideration as a recommendation, or may soon be. If a member of our team has a pre-existing investment that is subsequently determined to meet our criteria for recommendation, we may do so but only with the full disclosure that the stock is owned by a team member.

  2. Any analyst who owns a recommended investment must, before selling, give advance notification of a minimum of two business days to subscribers and provide an explanation for the decision to sell. You, as a client, can then decide to exit the position ahead of our team member or continue to hold.

Over the years, we have found these uncomplicated policies to be effective in avoiding conflicts of interest.