Investment Performance
Our investment performance has been first rate.
All of our portfolios are constructed to meet the specific needs and requirements of individual clients. In order to do this we start with a model portfolio and then make the necessary adjustments.
Intrinsic Core Portfolios
Our primary starting point to construct an individual portfolio is our Style Neutral Model Portfolio. By style neutral we mean the model portfolio has no particular style bias. We will skew this portfolio toward the investment style (i.e. growth or value) that we think is going to do best in the immediate future. (For clients preferring a bias to a particular investment style we offer Growth, Value, Income and Fallen Angels portfolios. Again, each is tailored to meet specific needs and objectives of clients).
Excess Return is the return (expressed as a percentage) over or under the Index or other benchmark. Position in universe means where the portfolio came against portfolios. For example, 12th out of a total of 94 portfolios.
Intrinsic Styled Portfolios
Many investors and investment advisers like to be exposed to certain investment styles. For example, some may like companies that are classified as growth companies. Others may prefer value companies. Of course, they may wish a blend of both styles.
Sitting along side of our absolute and style neutral portfolios, we offer investors 4 styled portfolios. These are:
Growth;
Value;
Fallen Angels; and
Income.
All of our portfolios are constructed to meet the specific needs and requirements of individual clients. In order to do this we start with a model portfolio and then make the necessary adjustments.
Intrinsic Core Portfolios
Our primary starting point to construct an individual portfolio is our Style Neutral Model Portfolio. By style neutral we mean the model portfolio has no particular style bias. We will skew this portfolio toward the investment style (i.e. growth or value) that we think is going to do best in the immediate future. (For clients preferring a bias to a particular investment style we offer Growth, Value, Income and Fallen Angels portfolios. Again, each is tailored to meet specific needs and objectives of clients).
Excess Return is the return (expressed as a percentage) over or under the Index or other benchmark. Position in universe means where the portfolio came against portfolios. For example, 12th out of a total of 94 portfolios.
Intrinsic Styled Portfolios
Many investors and investment advisers like to be exposed to certain investment styles. For example, some may like companies that are classified as growth companies. Others may prefer value companies. Of course, they may wish a blend of both styles.
Sitting along side of our absolute and style neutral portfolios, we offer investors 4 styled portfolios. These are:
Growth; Value; Fallen Angels; and Income. 