The Market Leaders portfolio is a focused portfolio of blue chip stocks. The portfolio invest in approximately fifteen to twenty companies that are among the primary leaders or emerging leaders of their industry groups. The portfolio will invest up to 100% of the funds in individual large capitalization equities, and will generally be “sector neutral” to the S&P 500. We will also endeavor to minimize taxable events from capital gains; we anticipate relatively long-term holding periods for the underlying equities in the portfolio.
The objective of the portfolio is to provide a significant performance correlation with the S&P 500 index. We endeavor to provide superior returns and commensurate safety, but there can be no grantee or assurance that these objectives will be met.
The stocks in the portfolio will be continuously monitored. They are valued relative to their group, the market, basic fundamental measures, the company’s management, and other general factors regarding their business. WE will make changes in the portfolio when there are compelling fundamental factors presenting themselves. WE do not anticipate trading the portfolio based upon temporary issues or what may be transient characteristics. Specific target prices for entry into the stocks are selected based upon criteria of both fundamental and technical information regarding ghat stock or the market in general.