Strategies: Be Different. Invest Smart.

All Cap Core

Strategy Description

The objective of the All Cap Core strategy is to outperform the S&P 500 index by investing in fundamentally and technically strong stocks in low‐risk markets and protecting portfolio principal in high‐risk markets by allocating up to 100% to cash. The strategy proactively evaluates the risk‐reward opportunities of owning equities versus protecting capital by remaining in cash.

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Key Benefits
  • Ability to move up to 100% cash
  • Focused portfolio of 35-40 stocks
  • All Cap style allows flexibility to find opportunities across all market caps
  • Measures market risk with proprietary method