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Princap Sector Select Strategy

An unconstrained strategy, limited to 10-20 stocks, seeking investment opportunities across the entire stock market; offered through separately managed accounts.

Objective: Above average capital appreciation through a concentrated portfolio of US equities focused on the faster growing sectors of the economy

Investor profile: Seeks superior long-term returns with less concern for interim volatility

Universe:

  • Primarily US exchange-traded equities
  • Innovative companies that are both well-managed and well-positioned to leverage demographic and secular trends
  • Established companies as well as fast growing, young and dynamic businesses
  • No market capitalization or industry bias

Critical stock selection factor: Sustainability of relative growth attributes in different economic environments

Portfolio characteristics:

  • Focused portfolio of 10 to 20 positions
  • Position weightings typically 5-10
  • Diversified across 6 or more economic sectors Growth bias
  • Annual turnover typically 25-75%