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	PHILOSOPHY

The word "Polynous", in ancient Greek, would literally mean "many thoughts", which is a concise description of what is happening within our very defined, disciplined, and controlled investment process. We believe that the only responsible investment approach is to first gain a comprehensive understanding of each company under consideration during our company research, and then to only invest in those companies which meet our research criteria when they are selling at inexpensive valuations. As such, we are continually employing "many thoughts" as we analyze the economic environment, industry characteristics, company strengths and weaknesses, and appropriate valuation assumptions.

We believe this process differs substantially from many approaches which are either quite general with their emphasis on things such as concepts, themes, or momentum, or quite binary in using individual criteria for making decisions such as quarterly earnings per share comparisons or comparable store sales statistics. Our primary objective with the Polynous approach is to only make investments when we have added significant value analytically but, at a minimum, we believe our process gives us much more knowledge about our investments than is typically the case.
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