RSMV

RSMV targets US growth companies, aiming to balance growth potential with risk management. The selection process combines top-down macroeconomic analysis to identify momentum-driven sectors and a bottom-up strategy to select high-potential securities within those sectors. Key metrics include value, momentum, size, quality, and volatility, complemented by quantitative and qualitative evaluations of company fundamentals like pricing models and management quality. During periods of heightened market volatility, assets may shift defensively into cash, US Treasuries, and investment-grade bonds without limitation. The portfolio typically holds 20 to 50 stocks, dynamically adjusted based on market conditions. Investments may include ETFs focused on US growth companies and REITs. Holdings are rebalanced bi-monthly.