Low Volatility Growth Portfolio

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.

Investment Strategy

At Calabash, we believe that a unique tapestry of investing philosophies that combines quantitative investing with fundamental investing gives us our edge. The combined power of fundamental analysis, data-driven analysis and a disciplined decision-making process generates superior risk adjusted investment returns. The added layer of low volatility provides price stability for downside protection and capital appreciation.

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.

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

Long-Term Capital Appreciation: Ultimately, the overarching objective of the investment strategy is to achieve enduring capital appreciation over the long term. By focusing on fundamentally strong equities within growth-centric sectors and uncovering REVIEW opportunities, the strategy aims to deliver sustainable growth and value for investors over time. Mitigate Risk: While pursuing growth opportunities, the strategy aims to mitigate risk by conducting thorough risk assessments and maintaining a diversified portfolio. This involves analyzing factors such as market volatility, sector-specific risks, and company-specific risks to manage downside risk and preserve capital. Optimize Risk-Return Profile: Another objective is to optimize the risk-return profile of the investment portfolio. This involves striking a balance between potential returns and associated risks, ensuring that the portfolio’s risk exposure is commensurate with its return objectives and risk tolerance.

Low Volatility Growth Portfolio

Investment Strategy

Process

Objective

Low Volatility Growth Portfolio Overview

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