The Equity Strategy involves active trading of individual equities. We combine fundamental and technical research to identify high-growth stocks that have the potential to outperform their peers and the overall market. The portfolio can fluctuate from 100% invested to 100% in cash.
We do not apply standard asset allocation or diversification methodologies to this strategy. Instead we buy targeted stocks regardless of the portfolio’s overall concentration in style, sector, region, or type.
Risk is mitigated by adhering to proprietary sell rules for each holding if it loses value or its upside potential has been reached. By actively selling, we can control the downside risk better than using common diversification methods.