His model is designed specifically to outperform the S&P 500 by identifying components stocks with the best potential to outperform their respective sectors.  He minimizes the risk of significant underperformance risk by investing only in the largest, most liquid S&P 500 stocks and maintaining similar sector weights to that of the S&P 500. He seeks to minimize turnover and trading costs, and is... [more +]

His model is designed specifically to outperform the S&P 500 by identifying components stocks with the best potential to outperform their respective sectors.  He minimizes the risk of significant underperformance risk by investing only in the largest, most liquid S&P 500 stocks and maintaining similar sector weights to that of the S&P 500. He seeks to minimize turnover and trading costs, and is always fully invested.  He has 20+ years of investment research and portfolio management experience, has an MBA in Finance and is a CFA charterholder.
[less -]

His objective is to consistently outperform the S&P 500 with a concentrated portfolio of large capitalization ($10 billion or greater) U.S. stocks that are positioned to outperform their respective sectors over the next one to three years. Long term time horizon results in low turnover, which minimizes transaction costs and maximizes tax efficiency, providing investors seeking U.S. equity exposure... [more +]

His objective is to consistently outperform the S&P 500 with a concentrated portfolio of large capitalization ($10 billion or greater) U.S. stocks that are positioned to outperform their respective sectors over the next one to three years. Long term time horizon results in low turnover, which minimizes transaction costs and maximizes tax efficiency, providing investors seeking U.S. equity exposure with an attractive alternative to passive ETF strategies. [less -]

He analyzes the long term performance of each large cap S&P 500 stock relative to its economic sector. He invests in situations where a company is emerging from a long period of underperformance, or, in the case of proven growth stories, a multi-year period of consolidation following a significant run-up. Sector weightings closely match that of the S&P 500 so model performance is driven almost... [more +]

He analyzes the long term performance of each large cap S&P 500 stock relative to its economic sector. He invests in situations where a company is emerging from a long period of underperformance, or, in the case of proven growth stories, a multi-year period of consolidation following a significant run-up. Sector weightings closely match that of the S&P 500 so model performance is driven almost entirely by the cumulative performance of each holding relative to its sector. The portfolio has a long-term focus with low turnover and monthly rebalancing.
[less -]

The portfolio will typically have 22 securities and will have similar sector weightings to the S&P 500.

He will not sell a security for a “quick profit”, but will rather rebalance the portfolio monthly in order to maintain appropriate sector weights. If a security underperforms its sector by 10%, he will scrutinize the holding and may sell.

None