Outlier Growth
The Outlier Growth strategy seeks capital appreciation through a portfolio of American companies early in their growth cycle. The strategy utilizes MAPsignals data, which tracks equities with unusually large buying, often from the major institutional money managers. Their research has shown that substantial activity can precede significant price appreciation, stocks that could be referred to as ‘outliers.’ Several different quantitative scores, including one for downside risk, are combined and reviewed in conjunction with other metrics such as revenue growth expectations.
Portfolio Managers
Dave Gilreath, CFP®
Inception Date
Outlier Growth SMA Strategy Highlights
Seeks capital appreciation from exposure to U.S. growth companies which attract significant institutional interest.
Diversification beyond typical ‘blue chip’ equity portfolios.
Active management of the SMA focused on mitigating downside risk of individual companies.
Systematic and disciplined investment approach.