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The Consensus portfolio seeks long-term appreciation by utilizing a multi-strategy approach to uncover fundamentally sound stocks. The strategy looks
for 50 stocks that attain high scores from multiple individual strategies and thus have "consensus" from approaches with varying valuation, growth and financial strength tests.
The majority of the strategies utilized are value oriented, but the model incorporates uncorrelated growth-driven methods in an effort to smooth performance in various market
environments. The Consensus portfolio is rebalanced monthly and intelligent tax selling rules are applied to the sale of individual positions in order to
maximize the portfolio's tax efficiency. This strategy is used as a core portfolio within clients' accounts and is appropriate for investors with an average risk tolerance.
For detailed performance statistics on our Consensus portfolio, please click the request more information link on the right of the page to speak to one of our investment consultants.
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Validea Capital Management, LLC
363 Ridgewood Road
West Hartford, CT 06107
Phone: (860) 656-0383
info@valideacapital.com
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