Large Cap Growth

The Large Cap Growth strategy focuses on stocks with a market cap greater than $10 billion. This system also allocates a portion of the portfolio to short hedge trades. This system uses a proprietary 4 level scanner comprising technical, fundamental and factor-based quantitative analysis. The bullish trades are typically open for 90 to 180 days.  Four percent of capital is allocated to each trade.

Summary of Benefits

Managed by an experienced, trading-centric portfolio manager who is:

  • Nimble and fast moving
  • Follows strict exit rules and will close positions decisively as dictated by the technicals
  • Dramatically increases the probability of preserving capital during periods of high volatility

Dynamic Blend of long and short trades

  • Reduces volatility of the portfolio while boosting returns
  • Offers protection during market corrections or black swan events

Sophisticated analysis comprising technical, fundamental and factor-based quantitative analysis

  • Identify stocks that have moved into high probability technical setups, including:
    • Accumulation and distribution
    • Relative strength
  • Identify stocks with strong fundamentals, including:
    • Sales growth
    • Earnings growth
    • Pre-tax profit
    • Return on equity
  • Factor-based quantitative screen to identify stocks with the following:
    • Have high probability of making an upward move
    • Have high probability that the magnitude of the move will be significant