The Intelligent Blend style provides some small-cap growth exposure to those investors whose risk preference would otherwise keep them away from the small-cap market.
Blend portfolios will have approximately 1/3 large-cap, 1/3 mid-cap and 1/3 small-cap stocks. This distribution will vary with market conditions and investment opportunities. Our goal is to inject a higher degree of stability into growth stock investing by blending small companies with high growth characteristics with larger, more mature companies growing over 15% per year.
We believe Intelligent Blend will provide an elevated level of risk control, while participating in the long-term higher performance of the growth stock market.
The average position will be held for three to five years, allowing the portfolio to benefit from long-term price appreciation and also minimizing transaction costs and taxes. The Intelligent Blend portfolio strategy is to be fully invested during all market cycles.
Portfolios will observe UIA guidelines regarding position size, buy and sell signals, and cyclicality.
Investment Styles
