Opportunity

Minimum Investment Amount: Varies by Platform

Investment Objective: Seeks to provide long term capital appreciation by opportunistically allocating capital to industries or companies that exhibit attractive growth or value profiles. Growth profiles are primarily focused on secular growth companies with high earnings potential while value profiles are focused on valuations trading below intrinsic value.

Portfolio Allocation:

    • Number of holdings: 30-40
    • Max in one security: 10%
    • Max in one industry: 25%
    • Max in one sector: 50%
    • Max in US: 100%
    • Max in a non-US single country: 20%
    • Max in non-US: 80%
    • Cash range: 2%-40%
    • Sector filters: Excludes industries involved in guns/ammunitions and adult media content

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Riskalyze Score 91

Performance Summary

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