The investment management process at Contravisory utilizes our internally generated research. It is based upon a proprietary quantitative/technical approach. Our highly disciplined input provides the foundation for all portfolio decisions. The approach is designed to separate the strong-performing stocks and groups within the equity market. Equal importance is given to the buy and sell decision. Contravisory's research has been available to leading institutional money managers since 1972.

Contravisory's client portfolios are typically designed for the investor seeking to maximize long-term capital appreciation with a sensitivity to risk. The Contravisory equity portfolio is the principal source of equity selection. It is reviewed by the investment committee, utilizing our private database covering more that 1600 stocks, industry groups, and market sectors. Buy, or sell, decisions are then implemented by the investment manager where appropriate for each client portfolio.

Occasionally, no-load mutual funds are included in a client's personalized portfolio. The selection of such funds, where appropriate, is also driven by the determinations of the investment committee. The mutual fund selection process is supplemented by several outside research inputs.