Manager Management

For decision makers reviewing equity managers

This is what I can do for you: Rearrange equity portfolios in a way that

gives the portfolio a higher probability of rate of return while reducing

the probability of the portfolios downside risk.

The philosophy is: "Watch what people are doing, not what they are

saying", use high grade stocks, and diversify. I can provide this service

to any manager.

Separately Managed Institutional Accounts.

Our objective is to provide a superior equity portfolio construction

methodology.

Peter Lundstedt, CIO, Portfolio Strategist Ph: 203-***-****

Greenwich Asset Management Group, LLC

Web address: www.gamgllc.com

I can show how each stock held really ranks and which stocks to keep. I

can show how the top half of a portfolio has performed compared to the

bottom half. I can show how the top 10 stocks performed and then the top

15 and the top 20. Usually the higher grade stocks perform better until

their grade declines. I can position equity portfolios for an uncertain

future by holding only the highest ranked issues in a broadly diversified

portfolio while being client specific.

If one needs an energy portfolio, I can create a portfolio of 30 - 50 of

the highest ranked energy stocks. If one has an asset allocation model, I

can create a portfolio of the highest ranked stocks in each sector chosen.

If one needs to 'reconstruct' a health care portfolio, I can create a

portfolio of 30 - 50 of the highest ranked health care stocks, and so on.

Here is how I do it:

I use seven measurements when searching for stocks to add to or to

'reconstruct' a portfolio. These measurements reflect a stocks' strength on

a fundamental level first and then a technical level. These are companies

which rank in the top 15% on all seven levels as measured by leading

financial information providers and represent the financial health and

overall demand 'by stock buyers'. I then give each stock a score; (a higher

score = higher confidence).

Currently, a perfect score would be a 598. I found that the higher the

score, the fewer the number of stocks were available. I like to limit the

portfolio to stocks with a minimum score of 470 to 490 which I feel gives

you a higher probability of success. You could imagine ranking all 500

stocks in the S&P 500 and creating a portfolio with just the top 50 or top

100 stocks with the highest rank.

For example, with a $100 million dollar separately managed account held at

Schwab Institutional, I would most likely divide it into 30 - 50 equal

segments and then fill each compartment with superior, "liquid", stock

selections. Equal weighting can give you more room for errors.

I learned this style of portfolio management from the former manager of the

now $140 billion NY State Common retirement fund, who traded actual client

accounts thru me for five years using this technique and averaged 25%+ per

year. I've added the seven measurements above to the formula, among other

important criteria, to create a uniquely diversified Institutional quality

equity investment process. I operate under the theoretical assumption

that, it doesn't matter what one owns; what really matters is what other

people are buying and how diversified one wants to be.

What if I could improve the investment performance of your US listed equity

portfolios? Would that be of interest? If yes, please continue. I am an

institutionally trained equity sub-manager of a high quality Global Equity

Separately Managed Account using long US and US ADR listed stocks and I am

currently taking on new accredited investors.

Can you allocate capital to a sub-manager? If not, please read no

further. If yes, assess and evaluate my work!

Actual results from our research are intriguing. Our goal is for you to be

50%+ ahead of the S&P 500 in five years. Continue to brochure:

http://slidesha.re/daflpm

This equal weighted global equity strategy combines two proven disciplines

of finding companies with extraordinary fundamentals, while using technical

timing analysis to buy or sell them. Investors can imagine looking out

three years, and by holding a group of the highest caliber stocks, while

rebalancing quarterly, they can potentially realize great success relative

to respective indexes. See "Which portfolio would you want to own?"

http://slidesha.re/9D3RFN

You might ask if 40 equal weighted positions is a sound portfolio

construction method. I think so. I did it for five years while working

with a $30 billion state fund manager.

A Separately Managed Account Example - 40 equal weighted portfolio

positions rebalanced quarterly. This is the discipline. If other managers

can allocate $40 billion into 40 stocks we should be able to easily

allocate a lesser amount to 40 equally weighted portfolio positions.

I screen for a fundamental consensus of several outside, "independent"

stock analysts, similar to Zacks, Navellier, or Investors Business Daily.

When most have a buy on a stock, that positive decision, made by multiple

analysts, permeates down throughout the fund community.

In addition, the process represents an unemotional stock selection process.

It doesn't mater what the economy is doing because the system measures

where demand is flowing regardless of what is happening in the news on a

daily basis.

The program also looks at the technical side backed by an upward price

trend with strong earnings momentum while above its 200 day moving average

but not overbought. Yet considers selling if it looses its channel trend or

if the fundamentals deteriorate. The process is about holding stocks with

great fundamentals going up in 40 different slots while leaving the empty

slots in cash if nothing is attractive at the time, which is, in essence, a

self timing mechanism.

Portfolios - Large, Mid, Small Cap, Sector, Industry, Index, Global,

Country, Geographic, Investor Selected Equity Universe. The strategy can be

implemented wherever the account is. We do not custody securities.

Rather than allocate to a sub-manager, we might be able to act as an

internal contractor where we might do some confidential feasibility studies

to determine if further research might be advantageous. The reason I am

independent is to be able to give my investment partners an objective view

of the market. This can help them by giving them an independent, unbiased,

transparent, brokerage and investment banking free view. I look forward to

imagining ways of increasing your end product.

Peter Lundstedt - a veteran of 9 market cycles and the U.S. Army.

To hear more about how this proven strategy may help your portfolio

performance, please email or call. Let me know when you want to get

started.

Best regards,

Peter

Email: *****.*********@*******.***

Web site: www.gamgllc.com

Unfortunately, it is Not FDIC Insured and contains No Bank Guarantees and

May Lose Value. And although we are considerate about how you feel with

regard to inevitable market volatility, it is not intended for fixed income

investors, nor is it intended for the investor who can not emotionally

handle the ups and downs of the stock market, in which case we must refer

you to a more appropriate investment venue, but we thank you for your

interest.

Greenwich Asset Management Group, LLC

2 Greenwich Office Park, Suite 300

Greenwich, CT 06831 USA

PH: U.S. 203-***-****

FAX: U.S. 203-***-****

Please Email: *****.*********@*******.***

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