The portfolio is designed to seek capital appreciation by investing in established corporate stocks across a diversified selection of companies and designed for an investor who can withstand potential loss of principal.
The portfolio is designed to seek capital appreciation by investing in established corporate stocks across a diversified selection of companies and designed for an investor who can withstand potential loss of principal.
This actively managed equity strategy seeks growth by investing primarily in corporate stocks with a market capitalization of $10 Billion or more that potentially offer strong returns relative to the S&P 500. By focusing on larger companies, this portfolio seeks less volatility than what's typically seen with smaller market capitalization positions.
Typical # of Holdings: 26-30
Minimum Investment: $50,000
Inception: 05-01-2021
Portfolio Manager: Darren Leavitt, CFA
