We structure a portfolio adhering to a disciplined process focused on maximizing returns and minimizing risk versus maintaining styled specific benchmarks.
Sell stocks that are no longer Value Creating Opportunities and/or to make sector adjustments
*Past performance is not a guarantee or a reliable indicator of future results. Investing involves risk and principal loss is possible. This strategy’s returns may fluctuate in response to one or more of many factors, that include financial condition of individual companies; the business market in which individual companies compete; industry market conditions; interest rates; general economic environments; portfolio management activities, etc.
Information presented is for informational purposes only. It is not intended as investment advice. It is not intended as investment advice nor an opinion or a recommendation as to the appropriateness of investing in any particular security, asset class, strategy, or product. Nothing in this publication is intended to be relied upon as a forecast or research; legal, tax, securities, or investment advice.
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