Managed Strategies

Opportunities

Objective: 

Generate aggressive growth by utilizing undervalued securities that provide opportunities over the long-term 

 

Core Principles: 

  • Aggressive Growth: Identify undervalued stocks across all sectors with potential for long-term revenue growth and other metric growth 

  • Asset Selection: Primarily focus on small-mid cap with ability to go to other sectors and identify opportunities to minimize draw-downs 

  • Technical Analysis: Actively monitor data on securities and make tactical decisions based on data trends