IntelliBuilD® Growth | Separately Managed Account
The IntelliBuild® Growth SMA strategy seeks capital appreciation in a portfolio of 33 individual stocks selected from Investor’s Business Daily (IBD)’s and William O’Neil stock lists. A disciplined approach is implemented to select fundamentally strong American growth-oriented equities based on quantitative scores and relative strength.
Strategy Highlights
Seeks to add U.S.-based growth companies that have demonstrated recent outperformance.
Additional diversification by including companies beyond just large capitalization.
Active management of this SMA focused on mitigating downside risk of individual companies.