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.
- 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.