Large Cap Growth

The Large Cap Growth strategy focuses on stocks with a market cap greater than $10 billion. This system also allocates a portion of the portfolio to short hedge trades.

This system uses a proprietary 4 level scanner comprising technical, fundamental and factor-based quantitative analysis. The bullish trades are typically open for 90 to 180 days.  Four percent of capital is allocated to each trade.

Summary of Benefits

Managed by a trading-centric chief publisher who is:

  • Nimble and fast moving
  • Follows strict exit rules and will close positions decisively as dictated by the technicals
  • Dramatically increases the probability of preserving capital during periods of high volatility

Dynamic Blend of long and short trades

  • Reduces volatility of the portfolio while boosting returns
  • Offers protection during market corrections or black swan events

Sophisticated analysis comprising technical, fundamental and factor-based quantitative analysis

  • Identify stocks that have moved into high probability technical setups, including:
    • Accumulation and distribution
    • Relative strength
  • Identify stocks with strong fundamentals, including:
    • Sales growth
    • Earnings growth
    • Pre-tax profit
    • Return on equity
  • Factor-based quantitative screen to identify stocks with the following:
    • Have high probability of making an upward move
    • Have high probability that the magnitude of the move will be significant