Methodology

Screening pipeline

Load universe Tickers loaded

Core screen Proprietary criteria

Hard gates 5 binary pass/fail

Soft flags 3 tracked flags

Tier scoring 3 tiers + conviction

Sell triggers 5 triggers + 3 hold overrides

binary pass/fail

Applied after core screen. Fail any gate and the ticker is rejected. Gate logic is proprietary.

tracked, not automatic fail

Flagged on the scorecard and factored into conviction scoring. Not grounds for automatic rejection.

Tier 1 Tier 2 Tier 3 + conviction score

Passed candidates get a tier and a conviction score. Scoring model is proprietary.

✗ "[condition] happens within [timeframe]"

Defined per candidate at screen time. If triggered, the ticker is re-screened or removed.

5 sell triggers + 3 hold overrides

Sell triggers define when a position must be exited. Hold overrides define when a flagged position can be kept. Details are proprietary.

Rejected

Reason recorded per ticker

Watchlist

Re-screen trigger defined per ticker