One of the central elements of the investment
process at Bradley, Foster
& Sargent is our Guidance List. Only stocks from
the Guidance List may be purchased for a client's
portfolio. The Investment Committee, comprising
the Principals and Portfolio Managers and advisors,
approves each stock's inclusion on the Guidance
List. There are generally 300 or more stocks on
the List, with new stocks added and others deleted
on a regular basis.
Stocks on the Guidance List are identified through
a flexible and informed process utilizing both
quantitative screening and qualitative techniques,
and then are subjected to rigorous fundamental
analysis.
