What Is an Inflection Point?

• Equities at important inflection points are frequently characterized by a substantial change in company fundamentals and the stock's technical price action.

• A company's new product, service or management will often create a profound change in its earnings power - fundamentals.

• When this occurs, the share price can experience a large percentage increase along with a surge in trading volume - technical price action.

• Our research demonstrates that stocks at these unique fundamental and technical inflection points have the potential to outperform the market.

The Inflection Point Investing Asset Strategy

• Determine the short, intermediate and long-term trends for the major market indices.

• Build a watch list of potential companies nearing important inflection points.

• Thoroughly research and perform due diligence on potential long and short positions.

• Allocate capital into our high-conviction investment ideas, if the market trend is favorable - "Buy the Basket" portfolio approach.

• Ride the overall position trend, taking partial profits on the way as key "catalytic events" push our stocks to pre-established price targets.

• Scale out of profitable positions into strength as late investors "discover" and buy our stocks for the first time.

• Close out positions when stop-loss levels are triggered. Reassess positions if original price targets are reached.

Anatomy of an Inflection Point Stock

d