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Each portfolio managed by Validea Capital is a blend of multiple strategies that are combined together based on correlation factors.
The combined portfolios are either a mix of top scoring ideas from specific strategies or a mix of stocks that obtain top scores from multiple strategies.
Using various stock picking methods in the creation of the portfolio is a long term strategy aimed at maintaining outperformance while smoothing returns during
various market cycles.
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Consensus - 50-stock all-cap value portfolio with elements of growth.
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Select Blend - 60-stock small- and mid-cap blend portfolio.
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Dividend Value - 20-stock large- and mid-cap value portfolio with dividend focus.
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International - 20-stock large-cap ADR portfolio.
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Market Rotation - Seeks to limit losses by moving to cash during market declines.
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Asset Allocation - Reduces volatility by investing 50% in our Consensus model and 50% in bonds.
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Hot List - 10-stock focused portfolio for aggressive investors.
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Hot List Rotation - 10-stock focused portfolio that seeks to limit losses during market declines.
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Validea Capital Management, LLC
4 Buckingham Lane
West Hartford, CT 06117
Individuals
Phone: (860) 656-0383
jcarbonneau@valideacapital.com
Institutions and Financial Advisors
Phone: (617) 848-0908
kguerraz@valideacapital.com
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