Report Detail Summary

Beyond the Quarterly Outlook: Investment Implications

April 03, 2003

Understanding the economic environment is but one step in the investment process. In order to take advantage of the analysis, portfolio managers and investors must develop a way to translate the economic analysis into an actionable investment strategy. Here at La Jolla Economics we have devised a simple process, we focus on four screens/factors: location, size, style and the nature of the instruments.

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