The Delancey Capital Group, LP

Investment Advisor

Equity Strategies

Quantitative screens are used to determine which companies are industry leaders with strong growth potential. Generally, consideration is given to companies based on quality and safety ratings (S&P, Value Line, etc.). Delancey and its sub-advisor look for high-quality management, consistent sales growth, healthy balance sheets and conservative accounting practices.

Companies with low relative price valuation, low price earnings multiple, earnings growth above the S&P 500 and strong dividend growth are included. Comparative analysis of overall market statistics on an historical, current and projected basis, as well as projected total return versus fixed-income investments, are also considered.

The final screening process involves qualitative and intuitive determinants. We look at the credibility and longevity of management, management incentive programs, and a company's reputation among its industry peers. The firm gathers information from government data, business and financial publications, economic consulting services, company seminars, conference calls, personal contacts and Wall Street reports.