All Cap Core
Strategy Description
The objective of the All Cap Core strategy is to outperform the S&P 500 by investing in market leading stocks in low-risk markets, and protecting portfolio principal in high-risk markets by moving up to 100% cash. The strategy proactively evaluates the risk-reward opportunities of owning equities versus protecting investment capital in cash.
Key Benefits
- Ability to move up to 100% cash
- Strict sell discipline at 15% loss
- Outperformed the S&P 500 over a 5-year period from 2005-2009
- Focused portfolio of 35-40 stocks
- All Cap style allows flexibility to find opportunities across all market caps
- Measures market risk with proprietary method