Long-term enhanced capital appreciation through aggressive large-cap momentum investing. Designed to outperform the S&P 500 index with systematic factor-based stock selection.
Achieve long-term enhanced capital appreciation with a high level of risk. The strategy seeks to outperform the S&P 500 benchmark index over a complete market cycle, typically three to five years.
Limit drawdowns during adverse market conditions through systematic hedging strategies when our proprietary models identify elevated risk environments.
Focuses on aggressive stocks exhibiting sustained and consistent momentum from the S&P 500 universe. Portfolio emphasizes quality large-cap companies with strong price momentum.
Strategy shifts between leverage (to magnify returns) and hedge positions (to protect capital) based on proprietary market model signals, reviewed monthly.
Disciplined monthly rebalancing ensures portfolio remains aligned with momentum signals and risk management objectives.
Tax-efficient version available with annual rebalancing, focusing on quality factor over momentum and including recent IPO exposure.
This portfolio is designed for investors seeking enhanced returns with higher volatility than the S&P 500 index. Suitable for long-term investors with high risk tolerance.
Reviewed monthly
Annual rebalancing (leverage/hedge monthly)