Outlier Growth | Separately Managed Account
The Outlier Growth SMA strategy seeks capital appreciation by attempting to identify stocks early in a growth cycle. Research indicates that most gains from the stock market are from only 4 of all stocks, also called ‘outliers.’
Seeks capital appreciation from exposure to U.S. growth companies which attract significant institutional interest.
Diversification beyond typical ‘blue chip’ equity portfolios.
Active management of the SMA focused on mitigating downside risk of individual companies.
Systematic and disciplined investment approach.
SMA Portfolio Construction
1ST | Universe
MAPsignals weekly ranking of equities with unusual spikes in volume are used to identify where material institutional money may be directed.
2ND | Rate
Apply Investor Business Daily’s (IBD) composite rating to score the strength of fundamentals and technicals of the identified volume-outlier stocks.
3rd | Screen
Utilize Revelation Research to analyze downside risk based on valuation, growth, fundamentals, and sentiment.
4th | Decision
Generate a proprietary score for quantitative monthly buy and sell decisions. The quantitative nature of the portfolio may result in higher than typical turnover.