Transport-Truck, Transportation, Industrial
The Small Cap Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
The Small Cap Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap quality 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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Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.
Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.
The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.
The Sparrow Capital Fund is a long/short equity portfolio that invests across market sectors, industries, and market capitalization ranges. The Sparrow Capital Fund’s objective is to provide the most efficient risk/reward outcome over time. The strategy is intended to achieve market neutrality.
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.