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  • About Us
    • PORTFOLIO MANAGER BIO
    • 10 LIPPER AWARDS
    • ANECDOTES & BELIEFS
  • Our Process
    • Investment Philosophy
    • Bottom-Up Analysis
    • Selling Discipline
    • Characteristics
    • Investment Themes
  • Performance
  • Contact
  • More
    • Home
    • About Us
      • PORTFOLIO MANAGER BIO
      • 10 LIPPER AWARDS
      • ANECDOTES & BELIEFS
    • Our Process
      • Investment Philosophy
      • Bottom-Up Analysis
      • Selling Discipline
      • Characteristics
      • Investment Themes
    • Performance
    • Contact
  • Home
  • About Us
    • PORTFOLIO MANAGER BIO
    • 10 LIPPER AWARDS
    • ANECDOTES & BELIEFS
  • Our Process
    • Investment Philosophy
    • Bottom-Up Analysis
    • Selling Discipline
    • Characteristics
    • Investment Themes
  • Performance
  • Contact

Sell Discipline

Primary reasons for sale

  • Change in top-down strategy
  • Deterioration in company fundamentals
  • Identification of an opportunity in a more compelling stock
  • Relative valuation – value has been recognized by the market

JCM3 Asset Management

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