The Freedland Healthcare portfolio invests in healthcare-related stocks. It attemps to identify companies with reasonable valuations and good prospects for growth including ones that offer possible dividends to stockholders. These companies will range from drug, device, retail sales, electronic medical record, prescription services, and HMO/hospital companies. While emphasizing mid cap stocks, large cap and smaller capitalization companies may be included as well as emerging medical treatments/technologies.
Companies selected for this portfolio are closely monitored. Stocks are typically acquired slowly. Freedland attempts to limit losses by selling losing positions quickly. In the same way, he will attempt to preserve capital by moving towards a cash position during weak market environments and towards equities during periods of market strength. The market environment will be assessed by observing the price behavior of the individual holdings within the portfolio itself.
The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.
Seeks to capture large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p/e/g ratios, asset turnover rate, operating margin, debt/equity ratio, free cash flow, relative price strength, etc.
Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.
This portfolio’s primary objective is growth of capital with a moderate level of risk. The portfolio is highly diversified and has exposure to virtually all major equity sectors.
Value and Growth are joined at the hip – Warren Buffett
The goal of the Guru Value Growth strategy is to achieve consistent returns, exceeding market performance in up markets and limiting losses in down markets. The strategy is to select stocks that have strong fundamentals with durable competitive advantages, and enter into positions when the markets provide an opportunity to acquire at favorable prices. Additionally, the equity should have strong growth prospects and outlook for increasing shareholder value at the current time or in the near term. The overall philosophy is to buy stocks and hold them over a period of time allowing the stocks to reflect their true value potential.
Mott Capital Management is a Thematic Growth investor using themes and trends in society to find exciting growth stories. Once we find a theme we want to capitalize on we begin searching for products that interact with the end user. From there we begin the company search process. Our investment strategy is long-term because that is our edge. We understand and recognize when events are critical and when they are not. We also believe investing long term is a way to neutralize market volatility.
Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.
We use a multi-faceted approach. For this particular model, 35% is allocated to a Sector Rotation system (technical analysis based), another 35% to a Calendar system (based on sector seasonality), and the remaining 30% among index strategies that are managed using various types of data and analysis (earnings, inflation, price, linear regression, trend following, volatility, etc). We believe that using multiple strategies adds an important layer of diversification. Our primary aim isn’t necessarily to always outperform a benchmark, but rather to manage risk and achieve consistent returns in all types of markets.
The strategy uses technical trading indicators to actively trade the SPDR S&P 500 (SPY) and the ProShares Short S&P 500 (SH). The strategy is appropriate for investors that are looking to sidestep market downturns, while still participating in the upside.
The Atlas Global Downside Protected (GDP) strategy is a global equity strategy benchmarked to the MSCI All-Country World Index (ACWI). GDP is designed to reduce the risk of large loss in sustained market declines, while still striving to achieve gains when stock markets are rising. The strategy does this by avoiding segments of global stock markets that have heightened risk profile; staying fully invested in “good markets” (using cash sparingly); and opportunistically managing foreign exchange rate risk. As with the other Atlas strategies, GDP uses a consistent, systematic approach with a foundation in academic and Atlas proprietary research.
The Sparrow Capital Fund is a long/short equity portfolio that invests across market sectors, industries, and market capitalization ranges. The Sparrow Capital Fund’s objective is to provide the most efficient risk/reward outcome over time. The strategy is intended to achieve market neutrality.