INNOVA
The Portfolio Managers each have 30+ years on the street, with prior experience managing billions in assets in Global and International Equity strategies at well known Institutions, and notable media recognition for Global Equity Asset Allocation Research.
Different Factors are rewarded in different market environments. Each Stock has different exposures to these investment factors. Diversifying across investment factors leads to more consistent outperformance over the long run.
Valuation Cheap stocks have historically outperformed market over long-run
Profitability Important for long-term outperformance
Quality Cash flows should support earnings
Sentiment Agreement amongst Analysts is positive
Risk Beta and Volatility
Management Policy R&D, Capex and Share issuance/repurchase
Momentum Price and Earnings Trends
Combining Top-Down Sector Allocation, Bottom-Up Stock Selection and prudent Risk Management, the strategy limits systematic market risks, such as excessive exposures to particular sectors and market capitalization segments. Aims to maximize alpha and adheres to a strict sell discipline
Performance
Past Performance is not indicative of future results
Periods shown prior to September 1, 2017 represent the performance record of the portfolio management team while affiliated with a prior firm.
Past Performance is not indicative of future results