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Portfolio Construction

Our portfolios are built one stock at a time - no closet indexing.

  • We invest ~1% in each stock, with an additional ~0.5 to 1% in the top-rated stocks.

  • Market cap will be within the range of the Russell 2000 Index at the time of purchase.

  • Sector weightings may not exceed 20% of the portfolio or 2x the benchmark weighting (whichever is greater).

  • Stay fully invested - cash is a residual of the stock selection process and will generally range between 2 and 5%.