SWARTHMORE GROUP INC

Methods of Analysis, Investment Strategies and Risk of Loss

The Swarthmore Group generally manages “long only” portfolios, meaning that we do not invest in options, derivatives or short positions. Examples of some security types we may invest in are:

 Equity securities listed on the NASDAQ and the NY Stock Exchange
 Equity securities listed on the London Stock Exchange
 Equity securities traded over-the-counter
 ADR and GDR securities of developing markets
 U.S. Treasury bonds
 Mortgage bonds
 Agency bonds
 Municipal bonds
 Fixed Income investment grade corporate debt bonds
 Fixed Income non-investment grade corporate debt bonds
 Commercial paper
 Exchange Traded Funds (ETFs)


Methods of Analysis
We use a combination of fundamental, technical, and quantitative analysis to determine which securities to use in client portfolios. Fundamental analysis involves ...
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