Finding a Stock Winner: First Step Screening
While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. John Bajkowski, president of AAII, will show how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. He will walk through the process of developing and implementing both a value and a growth screen and highlight which screening filters work and those that do not help to select winning stocks.
| Attend This Meeting and Learn... |
 | How to develop a screening strategy that fits with your horizon, risk tolerance, analytical skills and time
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 | Which stock-screening techniques work and which ones to avoid
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Lessons Learned From Monitoring Investment Newsletters for More than 30 Years
Discussed by:
Mark Hulbert
Hulbert Financial Digest, MarketWatch
The Hulbert Financial Digest has been objectively tracking the performance of several hundred investment advisers since 1980. Mark’s presentation will focus on several clear themes that emerge in analyzing what has worked, and not worked, over the intervening three decades.
| Attend This Meeting and Learn... |
 | Which investment strategies have most consistently worked over the last three decades and which investment strategies have not worked well |
 | Characteristics held in common by the winning advisers that distinguish them from the losers
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