Quantitative Equity Strategy

Risk Level: Above Average
Return Objective: Aggressive Growth

Strategy Description

The strategy selects from among a dynamic group of more than 500 U.S. stocks. To be considered, each must meet parameters such as having a share value of at least $10 and a trading volume of at least 1 million shares per day. This is a growth strategy with the potential for significant draw-downs. It should only be considered by investors who have a high tolerance for market risk.

Investment Objectives

This investment strategy is designed for aggressive capital growth. Because this strategy seeks maximum returns, diversification may be limited and there is substantial risk. Because of these factors, this strategy is suitable only for aggressive investors who are prepared to withstand draw-downs in an effort to earn larger profits. Funds selected may have volatility equal to or greater then that of the S&P 500 index. Assets may also be moved to a money market fund if it appears that is the best procedure for avoiding capital loss during periods of high market risk. Investors must understand that high volatility and risk are inherent in strategies that seek a high return.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific Strategis strategy will be profitable or reach its performance objective. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be either suitable or profitable for a specific investment portfolio.

Performance:

By clicking the link below you will be taken to a web site maintained by Theta Investment Research, an independent company that tracks investment manager performance. You will be asked to enter an email address then you will be sent an email with instructions on how to access the performance information for this and other Strategis Financial Group investment strategies.

Performance numbers at the Theta Investment Research site come from an actual client account and are net of fees. You will also be able to adjust the time frame of the strategy performance and select alternative benchmarks for comparison.

If you would prefer, you can call and speak to a Strategis representative (800-279-3377) and we will be happy to send you a copy of the performance report by regular mail.

If you are a Strategis client and you want specific information about your individual account, please call and speak to your Strategis representative about how to access account information online.

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