ALLCAP TOTAL RETURN INVESTMENT STRATEGY

  • Customized Benchmark U.S. Stock Universe
    • AllCap – AW 2000 stock universe (the largest 2,000 U.S. common stocks)
  • Objective of Maximizing Total Return
    • Long-term outperformance of U.S. markets
  • Rebalanced Quarterly
  • Normally Fully Invested In Equities
  • From MFRS 2000 Universe Selects 140-160 Top Stocks Ranked By Alpha
    • Strict buy/hold/sell discipline
    • Broad diversification
    • Blend of value and growth stocks
  • Equally Weighted All Stocks in Portfolio
    • Sector and industry groups weights set indirectly by stock selection
  • Management Fee Is Performance Based
    • Benchmark is 2% above S&P 500 for trailing 12-month return
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