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What are these patented processes
–investment selection processes? (page 2 of 2)
Excerpt - Water Street Advisers Form
ADV Part 2 – Schedule F – Methods of Investment Analysis 4(a):
Because it is the nature of
securities markets that conditions change, and because it is a
condition of the funds market that managers who are value-investors
do not always last, this selection process must be built upon a
system of standard measures – these performance differences need
to be measured each quarter as an “apples to apples” comparison.
These processes have not been
anticipated by the investment industry and so they are novel – and
protected by the following patents.
Method for Evaluating Differences
in the Performance of an Asset-Class Population of Book-Valued
Investments
(Patent 7,653,580 [01/02/10])
A process for grouping book-valued
investments within an asset class based on characteristics of past
investment performance to reveal differences in the future
characteristics of investment performance between the groups.
Method for Selecting Investments in Book-Valued Collective Investment Funds
(Patent 7,546,264 [06/09/09])
A process to select investments
based on standard differences in the concentration of points of
performance for a population of book-valued collective investment
funds.
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