All Cap Core

Strategy Description

The objective of the All Cap Core strategy is to preserve and grow capital by investing in fundamentally and technically strong stocks and ETF’s in low-risk markets and protecting portfolio principal by allocating up to 100% to cash in high risk markets. The strategy utilizes a quantitative and fundamental approach supplemented by macro research with strict risk management controls in an attempt to control downside losses and protect capital.

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Key Benefits
  • Actively managed, focused portfolio of 25–50 market leading stocks or ETF’s
  • All Cap style allows flexibility to find opportunities across all market capitalizations
  • Ability to tactically capitalize on market trends
  • Designed to minimize risk and maximize capital preservation in periods of extreme market volatility
  • Ability to move up to 100% cash in down markets