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The Select Blend portfolio is a multi-strategy approach that takes the highest scoring stocks from a unique set of quantitative strategies with proven
long-term track records. This 60-stock portfolio includes an equal number of equities from six of our top performing strategies, whose approaches range from conservative value
to aggressive growth. The combination of uncorrelated models allows the portfolio to seek outperformance in various market environments and smooth returns over the long term.
The Select Blend 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 portfolio holds a large percentage of small- and mid-capitalization stocks and is used as a core portfolio within clients' accounts. The strategy is appropriate
for an investor with an average to above average tolerance for risk.
For detailed performance statistics on our Select Blend 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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