Investment Research and Portfolio management are the primary activities of the investment team. The firm relies primarily on an internally developed research product called Fundametrics® to search according to the pre-determined valuation criteria for attractive securities that warrant further consideration by an investment research analyst. All members of the investment management team participate in the qualitative analysis of security buy and sell decisions. Portfolio managers use the lists maintained by the analysts to build and maintain portfolios tailored to the objectives and constraints of each client.