Bulls of the Dow | Separately Managed Account
The Bulls of the Dow SMA strategy seeks capital appreciation in a portfolio of 10 individual stocks selected from the Dow Jones Industrial Average.
Strategy Highlights
Seeks capital appreciation through a focused portfolio of familiar U.S. large capitalization equities.
Active management of this SMA focused on mitigating downside risk of individual companies.
Systematic and disciplined investment approach.
SMA Portfolio Construction
1ST | Universe
Dow Jones Industrial Average which is comprised of 30 U.S. large companies from diversified industries to act as a proxy for the entire market.
2ND | Screen
Utilize Revelation Investment Research to analyze downside risk based on valuation, growth, fundamentals, and sentiment.
3RD | Decision
Select 10 stocks based on the quantitative screening for this SMA and rebalance quarterly.