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
Tom Kaiser, CFA, CPA
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.
Outlier Growth Portfolio Construction
1st | Universe
MAPsignals weekly ranking of equities with unusual spikes in volume are used to identify where material institutional money may be directed.
2nd | Rate
Apply William O’Neil’s Composite Rating to score the strength of fundamentals and technicals of the identified volume-outlier stocks.
3rd | Screen
Utilize Revelation Research to analyze downside risk based on valuation, growth, fundamentals, and sentiment.
4th | Decision
Generate a proprietary score for quantitative monthly buy and sell decisions. The quantitative nature of the portfolio may result in higher than typical turnover.