Opportunistic Managed Strategies
Opportunistic Strategy
This strategy seeks to provide above average returns over time by investing in a mix of US stocks, primarily small cap stocks, as well as international stocks and high yield bonds. It provides good diversification to many large cap growth focused investments. While the strategy is a contrarian value based strategy and at times deep value, the allocation will differ materially from many small cap value indices.
There is a heavy emphasis on special situation stocks.
There is a heavy emphasis on special situation stocks.
Opportunistic Equity
A contrarian investment approach that seeks to identify 50+/- stocks with a compelling 2 to 3 year risk vs. reward.
