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DISCIPLINED SELL CRITERIA
We utilize clearly defined sell criteria to realize profits and maintain our portfolio risk profile. On the upside, we generally sell a position when it reaches our valuation target. Conversely, a position is generally sold if there is a major disappointment or significant deterioration in any key performance measurement, especially if it is confirmed by both fundamental and technical analysis. An investment position may also be sold or reduced if a more attractive opportunity is identified. |
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