ValueWalk's Raul Panganiban interviews Brian Boyle, CFA, the president and portfolio manager of Boyle Capital, and Erik Ritland, CFA, the research analyst at Boyle Capital. In this part Boyle and Ritland discuss their stock selection process, what they look for in top-down factors, what industries they find attractive, and investing in spin-offs.
- See part 1 here.
- See part 3 here.
- See part 4 here.
Q1 hedge fund letters, conference, scoops etc

Raul: Yes, definitely. If you could just tell me about your stock selection process and do you use a screen.
Erik: We do use a general screen, just at a...

