Management invests in companies that look to maximize long-term capital returns. Positions in the portfolio are amongst a list of companies we find with strong management and a competitive advantage in their respective industry. This style of management focuses on finding growth companies and investing in their business model and management team. This portfolio typically invests in 30-36 positions with an overweighting in consumer discretionary, biotech, tech, fintech, and other 'high growth' industries. This portfolio employs a passive management approach.

Our proprietary Tactical Equity Sector Rotation portfolio takes advantage of industry-specific opportunities that management finds fit, while leaving the opportunity open to shift the portfolio overweight defensive when economic conditions inspire us to do so. Sectors and industries are defined by the Global Industry Classification Standard (GICS®). The 11 sectors are: Financials, Industrials, Information Technology, Consumer Discretionary, Materials, Energy, Health Care, Telecom, Consumer Staples, Utilities, and Real Estate.

Management works to prioritize stability and long-term growth. With a balanced approach, management invests 50% of the portfolio in equities (such as individual stocks or ETFs) for potential capital appreciation and 50% in fixed income instruments (such as bonds or fixed income ETFs) for steady income and risk mitigation. By blending the growth potential of stocks with the stability of bonds, we aim to navigate market fluctuations while achieving sustainable returns.