What Is It?

• Concentrated with 25-40 stocks
• Diversified across market capitalizations
• Strict momentum approach seeks to buy winners and purge losers; we seek to purchase true market leaders with thematic tailwind behind their outperformance
• We seek to be highly differentiated from broad market index

Why Now?

• In a rapidly shifting market landscape, tactical rotation into new leadership gives the potential ability to outperform in a variety of market conditions
• Strategic exposure to small and mid-cap stocks may represent an opportunity to outperform due to their valuations versus their large cap peers
• Momentum as a style could allow the portfolio to capture major themes that drive markets over a full cycle

Who Should Invest?

• Investors looking for All-Cap exposure to the market
• Investors with a long-term time horizon with a goal of maximizing growth
• People looking for an active approach that doesn't replicate index portfolios
•  Investors comfortable with returns that vary widely from the index, especially during short periods of time

Who Shouldn't Invest?

• Investors looking to achieve capital preservation as their primary investment goal
• Those looking for lower volatility in their stock portfolio
• Investors with a short-term time horizon