Retail-Auto Parts, Retail, Consumer, Cyclical
The Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap high dividend stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
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We focus on US takeover targets or potential takeover targets and use screening guidelines including liquidity, premium and share price. Our focus is current US takeover targets or potential targets.
Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term. We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety. We focus on capital preservation and consistently look for growth opportunities.
Higher risk stocks have a greater expected return than lower risk stocks if investors rationally demand a proportional return for risk. Put another way, the risky long shot should pay off more than the safer favorite. However, there is evidence of a Low Volatility Anomaly possibly arising from behavioral biases leading many investors to over-weight risky stocks and under-weight safer stocks. Academic research into the anomaly contends that a portfolio of low risk stocks may generate higher returns than a portfolio of higher risk stocks.
Our Low Beta strategy focuses on stocks that are boring, predictable, and thus more likely overlooked by investors seeking high risk/reward attributes.
Twinleaf’s Small Cap Growth portfolio is a concentrated fundamentally driven small cap stock portfolio consisting of 8-12 names that will have above-average beta. We seek overlooked, often obscure and out-of-favor names based on an analysis of valuation relative to the company's growth prospects, size of the addressable market and capital allocation.