This model was launched in May 21, 2012 to compete & win versus the passive managers and index-chasers. We wanted to hold “Large-cap stocks” in this portfolio, while remaining agnostic with respect to owning ‘Value” vs. “Growth”. The design and rules for managing this model allow for drift into both categories—influenced by our proprietary risk management system while favoring relative strength.
Consistency, transparency and flexibility…We named it the “Beta-optimized, Balanced-Growth” model. It’s nickname is the “Best-of-the-Big-Guys, for obvious reasons.
Happy Birthday, Big Guy!!