What Is It?

• Concentrated with 25-40 stocks
• Market cap at purchase > $20 billion, ensuring a true large cap profile
• Strict momentum approach seeks to buy winners and purge losers; we seek to purchase true market leaders with thematic tailwind behind their outperformance
• Should perform well during periods of large cap dominance

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
• Focus on large cap stocks yields more "blue chip" names that are high quality businesses
• Momentum as a style allows the portfolio to capture major themes that drive markets over a full cycle

Who Should Invest?

• Investors looking to capitalize on the long-term dominance of large, established U.S. companies
• People who want to limit exposure to smaller and mid-size companies, as well as international
• Investors who want large-cap exposure that's not directly correlated to the S&P500 Index

Who Shouldn't Invest?

• Investors who want consistent broad market diversification
• Those who want the higher potential offered by smaller, faster-growing companies
• Investors looking for opportunities in the international markets