Featured Funds
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.
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Annualized Return
33.94%
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Annualized Volatility
27%
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Batting Average
68%
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Sharpe Ratio
1.26
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Beta
1.47
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Aggressive Quality
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.
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Annualized Return
36.68%
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Annualized Volatility
28%
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Batting Average
70%
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Sharpe Ratio
1.29
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Beta
1.27
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