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TWST: Tell us about Quantum Research & Investment Group, LLC and Regatta
Research & Money Management, LLC. Then, tell us what you think
distinguishes your services for clients.
Mr. Greschner: Quantum Research & Investment Group, LLC provides high-
end research and money management services to CPA firms, their clients
and managed employer-sponsored plans across the nation. Regatta Research
& Money Management, LLC provides financial planning and money management
services to high net worth individuals. What our clients find impressive
is our intensive and rigorous research, testing, and modeling. We use a
five-step process that we call the Wall Street Advantage_ to select and
manage the equities, mutual funds, and fixed-income investments in our
clients' portfolios. It's a lengthy and arduous process, but the results
more than justify the work that goes into it. The first step in our
screening process is to analyze our database of more than 3,000
individual stocks using a fundamental bottom-up approach. There are
certain variables that our testing has found to be crucial in
anticipating future price appreciations. These include low price to
book, price to sales, p/e ratios, price to cash flow, etc. We feel that
the disciplined value approach we take has the effect of achieving
strong growth at a reasonable price. Our value approach is supplemented
with a strong growth requirement. We want to see strong and sustained
earnings growth over multiple time frames. We also look for upward
analyst earnings revisions as well as quarterly earnings surprises. The
second step is to insist the stocks and mutual funds we select for our
clients meet our extremely demanding quantitative testing. We, for
example, do a great deal of sector and industry analyzing. We want to
make sure that our clients' stocks and mutual funds are invested in the
industries and sectors that are beating the S&P 500 and investing less
in those that are underperforming the S&P 500. We constantly monitor
these sectors from the long to intermediate time frame to make sure they
continue to beat the market. We feel that this constant monitoring has
been one of the keys to our success. The third step of our analysis is
to apply our own in-house proprietary neural network and artificial
intelligence programs to make sure that our economic and monetary models
corroborate our industry and sector analysis. The fourth step lies in
the belief that the science half of our analysis must be supplemented by
experience and personal contact with the CFOs that are running the
companies and with the portfolio managers of the funds our clients are
invested in. To accomplish this, we attend industry conferences as well
as meetings with their managements. The final part of our analysis is a
rather unique approach. We do a great deal of money-flow analysis by
tracking which institutions increase or decrease their positions in
certain stocks and in industries. We follow the mutual funds that have
the largest amounts of cash inflows going into them. Janus, for example,
is taking on large amounts of money right now. They need to put that
money to work. We find it extremely useful to track what stocks the big
funds are buying and which ones they're selling. We feel one of the
reasons that we've done so well is the massive amount of work we do when
picking mutual funds and individual stocks for our clients.
Tickers included in this excerpt: ADCT, CHL, CSCO, DVSA, ERICY, GE, IMNX, IPG, JAWWX, MGCAX, MNNSY, MOT, MSFT, NOK, OMC, SFA, SUNW, TWX, VOD, WCOM, WPPGY
For more information call (212) 952 7400. The
Wall Street Transcript does not endorse any of the comments made by interviewees, and does
not make stock recommendations.
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