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Seriously Hip Investment Club Research Committee Process Timeline The Portfolio Management and Stock Selection Committee follows the timeline below to ensure that committee members have sufficient time to research and analyze companies. It also allows non-committee members time to review proposed stocks prior to each monthly meeting. By the first Monday following a club meeting, the senior member of the committee screens for prospective companies and assigns them to the other members of the committee for further research. By the second Saturday following the club meeting, the committee members review Stock Selection Guide (SSG) results and decide which companies to evaluate further using the Stock Selection Report (SSR). By the third Saturday following the club meeting, the committee members review SSR results and decide which companies to present to the club. By the Monday prior to the next club meeting, the senior committee member sends SSG files to all partners. NOTE: The senior member of the committee is responsible for managing the process, coordinating all meetings and research, and copying the Assistant Presiding Partner on all research-related e-mails. Club Documents . Investment Education . Research Links . Club Members Only . HOME

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