The Corbett Road Opportunity Strategy seeks long-term growth of capital. The strategy primarily invests in a concentrated portfolio of individual equities of any market capitalization. In may also invest in, and may shift frequently among different asset classes such as fixed income, precious metals, commodities, developed and emerging international securities, and cash and cash equivalents.
Within the Opportunity Strategy, Corbett Road implements both a “top-down” and “bottom up” approach to research and investment. The “top down” macro analysis determines the percentage of the investment allocated to equity securities based on economic conditions and the overall position of the business cycle, while bottom-up analysis focuses on fundamental research and individual companies. Through our dual approach, economic events can be recognized for their potential to affect the overall performance of the market (top down) and analysis of individual investment values within the macroeconomic overlay (bottom up) can add to potential returns.
The Strategy’s Goals Include:
Long term growth of capital
Maximize returns or mitigate losses through top down economic overlay
Maximize returns through bottom up analysis
Mitigate losses using the internal sell discipline
- Invests primarily in individual equities and occasionally ETF’s
- The strategy can invest in any exchange traded asset class, any market cap, foreign and domestic
- Top down and bottom up investment selection
- The strategy can go to cash, short term fixed income, and other defensive assets in times of market stress
- $100,000 minimum