Strategies: Be Different. Invest Smart.

Small/Mid-Cap Core

Model Description

The strategy is designed to capture the upside of the small and mid-cap asset classes while reducing market exposure in periods of market volatility. The investment team utilizes fundamental research to select a portfolio of small and mid-cap stocks which the manager believes to have favorable risk/reward metrics. During volatile markets, the manager reduces market exposure and uses an increased allocation to cash in an attempt to reduce risk and protect capital.

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Key Benefits
  • Invests in small cap stocks
  • Complete transparency of portfolio holdings and transactions
  • Full liquidity with access to portfolio assets at all times
  • Designed to reduce risk in down markets.