We start with an investing idea and a stock universe.
We analyze companies and create a model.
We optimize and rebalance the fund every month.
You invest hassle-free with one click for $9.95.
Growth & Value
The Growth and Value fund reflects companies that have demonstrated high growth in their recent past but are currently trading at inexpensive valuations. The portfolio is moderately aggressive but generates additional alpha by using proprietary peer relative composite scoring to find under-valued stocks across NYSE, AMEX, Nasdaq and TSX.
The Aggressive Quality fund's objective is to generate capital appreciation by selecting companies with rising fundamental Quality, consisting of Profitability, Financial Strength, Interim Growth Indicator and Estimate Momentum. In addition, the portfolio looks at companies with strong investment Value among their peers.