PORTFOLIO CONSTRUCTION

 

Resolute Capital Management employs a concentrated approach that leverages its research effort.  The output is a high conviction, focused portfolio driven by the firm's best ideas.

The Model Portfolio is the basis for all portfolio construction and typically is composed of 30 stocks or fewer.  It is index-independent, meaning index weights have little or no impact on portfolio construction.  No market timing is employed.  Portfolio turnover has been low at approximately 25% annually.

Resolute seeks to control portfolio risk by investing in businesses with profits that have low correlation to profits of the other businesses in the portfolio.  Resolute's intense research effort on all holdings is another risk control.  Additionally, the portfolio adheres to maximum position and sector size limitations.  This insures a prudent level of diversification is maintained within the portfolio.

 

 

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