All Cap Core
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.
- 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