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.
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.
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The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities. The strategy will seek both investment in securities and short selling. Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.
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.
Past performance is no guarantee of future results.
Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.
All graph data is as of the end of day for the referenced period, unless otherwise specified.