Research That Moves.
A Portfolio That Innovates.

Our mission is to invest in the most sustainable companies across a variety of sectors and sub-sectors


*Please Note: Returns and new positions are updated quarterly.*

Overweight

Pockets of the market that we find the most attractive

Industrials

Government infrastructure spending combined with a number of other themed verticals has improved our growth outlook.

Technology

With more reasonable valuations and clearer growth stories, selective companies are turning the corner in tech.

Healthcare

A recession-proof business model and innovative new-age technologies make healthcare an industry to be in.

Sector Weight

Pockets of the market we view moving in-line with others

Commodities

Declining inflation and rate-hike measure are significant headwinds, but global instability has kept commodity derivatives in play.

Financials

Balance sheet security and liquidity are critical issues, but expanding net interest rate margin should continue to be a boon.

Semiconductors

Turning the corner on overflowing inventory and supply chain disruptions, long-term tailwinds remain intact.

Underweight

Pockets of the market that we hold, but are reluctant to put cash to work in

Consumer Discrentionary

The jobs reprort has slowly improved month over month, but hasn't dented a soft US consumer base, and will not in the near future as macroeconomic headwinds arise.

Green Energy

Despite worldwide governments increasing their spending, extreme volatility and uneven financial appreciation of benefits urges caution.