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Style-Focused Portfolios |
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In an effort to better serve clients, Validea Capital recently launched style-driven portfolios utilizing our systematic investment process. These strategies leverage our Consensus based system and focus on market cap and style specific opportunities. The six portfolios offered are Small-Cap Value, Mid-Cap Value, Large-Cap Value, Small-Cap Growth, Mid-Cap Growth and Large-Cap Growth. These focused portfolios allow us to provide greater diversification to the broader portfolios of our clients and are also available to institutions that look for style specific offerings. The portfolios are reviewed monthly and intelligent tax selling rules are applied to the sale of individual positions in an effort to maximize each portfolio's tax efficiency. For further information on our style-focused portfolios, please contact Keith Guerraz at (617) 848-0908. |
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| Market Rotation | |
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| Hot List Rotation | |
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Request More Information About Validea Capital Management |
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Contact Information 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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