Stacks
S&P US Champions Portfolio
This strategy captures the diversification and growth in US equities that are dominated by global players such as Apple, Microsoft, Amazon, Google, Johnson & Johnson, Visa, JP
0.87%
Moderate High Risk
Methodology
The investment team identifies medium term investment themes utilizing top-down global macro analysis as well as bottom-up quantitative models. The sector analysts provide sector specific inputs such as M&A cycle, regulatory regime to the portfolio managers to identify attractive investment opportunities. The portfolio managers evaluate each investment in terms of its potential to perform better than the S&P500 index. The strategy gains exposure to sector and thematic ETFs as well as individual stocks.
Stack CAGR 0.87
Max DD NA
Sharpe Ratio NA
Rebalancing Frequency Quarterly
VaR NA
Stacks are pre-configured baskets of stocks & ETFs that you can invest in with a single click
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