Our QARP strategy aims to achieve superior returns relative to the broader equity benchmark through ownership of the highest quality companies within each sector, which results in a portfolio with less volatility relative to the broader benchmark. We purchase these companies when their stocks are trading at a slight discount to their intrinsic values.
Characteristics of the strategy include the following:
40-45 holdings held for an average period of 5+ years.
Sector representation similar to the benchmarks.
Companies have market capitalizations generally above $3 billion.
We welcome you to contact us to discuss how our unique and proprietary approach to investment management can benefit your portfolio.