MEDI

MEDI invests in a narrow portfolio of 30 to 50 stocks from around the world within the broad health care sector. Companies may include manufacturers of health care equipment, service providers, pharmaceuticals, biotechnology, and health care technology. Securities are selected based on the advisor's assessment of both quantitative and qualitative data. Fundamental criteria considered concentrates on a company's valuation, financial metrics, competitive advantage, market opportunity, capital structure management record and may include other metrics obtained through personal interviews with a company. The advisor believes that superior management, insider ownership, unique market positions, broad market opportunity, solid accounting and financial operations can supplement capital growth.