The portfolio is designed to seek capital appreciation by investing in established corporate stocks across a diversified selection of companies and 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 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
