What is in the model portfolio?
A dynamic best 10 stock model portfolio chosen from the Small Cap & Micro Cap (above $100m market cap) universe. The model universe excludes IPO’s and Cap Raising. Bear market ETF may be used as a stock pick in certain parts of the cycle to manage high-risk macro/market outlook. Cash holding in the model can vary from 0% to 50% depending on the macro/market risk outlook.
Investment strategy?
Vertically integrated data-driven structured investment process to deliver risk-managed outperformance within the model portfolio parameters.
What are the investment expectations?
Sustainable long-term strong outperformance with better management of elevated volatility and downside protection.
Why this model portfolio?
• High diversification potential
• High-risk management
• High turnover
• Moderate/Low liquid holdings
• Elevated market out-performance over the long term
• Benchmark S&P Small Caps
Historical model performance
Performance analysis excludes dividends and transaction costs.