Equity Quality Return (EQR) - Sell Discipline

Company Specific

  • Rationale for purchase no longer valid
  • Deteriorating company fundamentals

Portfolio Management

  • Significant price increase coupled with opportunity to buy an undervalued security
  • Reduction of over-weighted positions in portfolio
 


 

You are now leaving the acr-invest.com web site - you will be automatically redirected, or click "cancel" to remain in current site.