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Investment Strategy Our investment strategy uses the Bassi Model to identify high growth opportunities. Before launching Bassi Investments, we conducted many years of research, extensively back-testing the performance of the Bassi Model based on its rigorous application to available training data from previous years. These tests found that our hypothetical series of annual portfolios significantly outperformed the S&P 500 index and performed well in both the bull market of 1997-1999 and the bear market of 2000-2001. Additional data and information on these research results are available in our back-tested performance datasheet. Our investment objective is capital appreciation. We attempt to achieve this objective by investing primarily in 20-40 common stocks. For some portfolios, extra steps are taken to ensure that the portfolio as a whole is diversified across a broad array of industries. The portfolios are tax efficient, maintaining a low turnover ratio. We adhere closely to our selection process, buying and holding stocks in companies that meet our investment criteria (based on the Bassi Model and other portfolio-specific goals) until there is good reason to sell —based either on our proprietary Bassi Model or our disciplined qualitative decision-making process. We rebalance our investments quarterly in order to maintain the optimum relative weighting suggested by our research findings. Finally. by investing in firms that invest in their people, our unique strategy also promotes corporate responsibility. |