Focused Equity

We seek to generate strong returns on a risk adjusted basis with below market risk. We aim to own 30-35 holdings which are selected based on their value, quality and momentum characteristics. We expect it to be a low turn over portfolio offering a tax efficient solution for our clients. Our target holding period is estimated to be about 2-3 years for each position.

A focused Equity also known as a Focus fund is a mutual fund that holds a only relatively small variety of stocks or bonds that are similar along some dimension. By definition, a focused mutual fund focuses on a limited number stocks in a limited number of sectors, rather than holding a broad or diversified mix of positions. Focused funds tend to hold positions in roughly 20-30 companies or less, unlike many funds which hold positions in well more than 100 companies.

Objectives

Strong Returns
Strong risk Adjustments
Below Market risk by focusing on value, quality momentum