Over the last few years, there have been excellent studies conducted that have come out regarding behavioral finance.  What has been clearly demonstrated is that one of the most important components in profitable investing is to control your emotions while executing your investment plan.  Our unbiased, disciplined quantitative process is the very thing that enables us to prevent emotions from becoming involved in our process.  While I am clearly significantly more bullish than most, I remind you that I still believe that stock selection is more important than market timing.  …