Large Cap Growth Strategy

At Calabash, we believe that a unique tapestry of investing philosophies that combines quantitative investing with fundamental investing gives us an edge. The combined power of fundamental analysis, data-driven analysis and a disciplined decision-making process generates superior investment returns.

Philosophy

At Calabash, we believe that a unique tapestry of investing philosophies combining quantitative investing with fundamental investing gives us an edge. The combined power of fundamental analysis, data-driven analysis and a disciplined decision-making process generates superior risk adjusted investment returns.

Our approach is grounded in the belief that markets are not always perfectly efficient and that fundamentally sound systematic strategies, can exploit inefficiencies to identify attractive investment opportunities. We leverage advanced statistical models, and quantitative techniques to analyze vast amounts of data and uncover actionable insights.

We believe in maintaining a diversified portfolio of systematically selected investments, leveraging quantitative signals to identify undervalued securities, manage risk effectively, and optimize portfolio construction.

Investment Strategy

Our investment strategy is centered on strategically identifying fundamentally strong US public equities within growth-centric sectors, while leveraging quantitative metrics to uncover large capitalization companies poised for enduring capital appreciation. We begin by conducting rigorous fundamental analysis to identify companies with solid growth prospects, strong competitive advantages, and sustainable business models within growth-centric sectors of the US market. Our focus on fundamentals allows us to select companies with the potential for long-term value creation and capital appreciation. Overall, our investment strategy combines the best of fundamental analysis and quantitative techniques to identify high-quality investment opportunities within growth-centric sectors and large cap segments of the US market, with the aim of delivering superior risk-adjusted returns over the long term.

Process

By following this structured investment process, we aim to identify high-quality investment opportunities, manage risk effectively, and construct portfolios that optimize the risk-return profile for our clients. Our six-step process involves; data collection, quantitative analysis, growth evaluation, volatility analysis, risk return assessment and finally a decision making and portfolio construction step.

Data Collection: Gather relevant data to form the foundation for investment decisions.
Quantitative Analysis: Apply quantitative methods to evaluate the financial health of investments.
Growth Evaluation: Assess the growth potential to identify opportunities for capital appreciation.
Volatility Analysis: Evaluate the level of risk associated with potential investments.
Risk-Return Assessment: Strike a balance between potential returns and associated risks to optimize the risk-return profile of the investment portfolio.
Decision-Making and Portfolio Construction: Based on the analyses conducted, make informed investment decisions and construct a well-balanced portfolio.

Objective

The goal of the Large Cap Growth investment strategy is to generate excess returns over the Russell Midcap® Growth Index over investment periods of five years or more.

Large Cap Growth Strategy

Philosophy

Investment Strategy

Process

Objective

Large Cap Growth Strategy Overview

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