Like a skilled archer, we seek to consistently excel at identifying and successfully targeting the best return opportunities in our Archer Portfolio. This portfolio is engineered with the goal of generating superior long-term performance by investing in a concentrated portfolio of stocks. We employ proprietary quantitative methodologies (see Models below) to select stocks that we expect will generate superior growth for your investment account.
Our Archer Portfolio targets stocks that we believe are undervalued based on key metrics and will go on to outperform other investments including, but not limited to other stocks. Some clients may invest only in an Archer Portfolio. But for most, a concentrated Archer Portfolio is an excellent complement to your diversified Alhambra Portfolio. Diversification is important and our Alhambra Portfolio provides substantial diversification across stocks, bonds, commodities and real estate, as well as across many different types of stocks.
Concentrating on just a few stocks with the potential for very strong performance has important performance advantages. We think it’s smart to take advantage of the benefits of both diversification and concentration. That is why we think you should complement your Alhambra Portfolio with an Archer Portfolio focused on approximately 15-25 stocks. Also, in our opinion, both value-centric and momentum-centric approaches can outperform the market. So, we think it’s also smart to complement our momentum-centric Pathfinder Portfolio with the value-targeting process of our Archer Portfolio.
For a comprehensive overview of the Archer Portfolios… continue reading.