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Research on all our funds

We contract Mindful Money to research all the funds that we are reviewing and all the funds that we recommend to our clients.

We receive the information twice a year, when Mindful Money from Mindful Money, and we supplement it with the information that we receive from our recommended fund managers every quarter, through our Quarterly Stock Intersections Analysis.

This information is then put into our data analysis, where we identify changes to the 'nasties' for each fund manager and each model portfolio to assist us with further analysis.


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