Barnett & Company evaluates
each of its client portfolios on a regular schedule
to assure its compliance with investment objectives.
We cross-index all investment positions by security
so that, when new information emerges that might
necessitate the sale of a holding, all client
positions in that security can be quickly identified,
reviewed and acted upon by the manager who has
the investment discretion to do so.
Our firm maintains three stock lists:
• Stocks to buy, limited by the target
price of each security.
• Stocks to hold, comprised of stocks
which have advanced in price past their buy
point but which are below the level that would
justify their sale.
• Stocks that have reached their selling
point or for which we have new information that
would justify changing the investment position.
These stocks are either sold outright or assigned
limit orders and sold if they decline below
a certain point.
We evaluate other securities, such as bonds
or real estate investment trusts, in a similar
manner. We do not typically target such issues
for selling unless their yields fall to levels
less than the return on cash or unless they
are a focus for new and adverse information.
Mutual funds are evaluated based on their performance
relative to their benchmarks and their peer
group.
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