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.
Key Benefits
- Ability to move up to 100% cash
- Strict sell discipline at 15% loss
- Outperformed the S&P 500 over a 6-year period from 2005-2010
- Focused portfolio of 35-40 stocks
- All Cap style allows flexibility to find opportunities across all market caps
- Measures market risk with proprietary method