Alpha Portfolio

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The Alpha  Portfolio, a durable and disciplined value strategy.   The Alpha Portfolio is a bottom-up and  fundamental strategy that seeks higher total returns with lower risk. The focus is on low risk investments with attractive return (LRAR Securities). The average holding period is 18 to 36 months. The strategy invests in equities and high-yield fixed income.

  • 2020 4th Quarter Returns    Please contact us for the GIPS compliant returns

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