All Cap Core

The Navellier All Cap Core Portfolio invests in stocks with significant potential for long-term capital appreciation. The Navellier All Cap Core Portfolio is a “diversified” portfolio, which may invest in both growth and value stocks of any market capitalization.

Navellier utilizes a highly disciplined quantitative process to identify inefficiently priced stocks with superior fundamentals relative to the underlying market. In addition to identifying growth stocks with superior reward/risk (risk-adjusted return) characteristics, the investment process seeks to identify those stocks which have superior earnings, revenue, and profit margin expansion relative to the general market.

Due to a clerical error YTD Net Performance on 9/30 2017 was understated.  For All Cap Core we reported 21, should have been 21.34.

For more information on this portfolio Market Outlook Letter April 9, 2019

Performance results presented herein do not necessarily indicate future performance; investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Results presented include reinvestment of dividends and other earnings. None of the stock information, data and company information presented herein constitutes a recommendation by Navellier or a solicitation of any offer to buy or sell any securities.