All Cap Core Portfolio
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.
Portfolio Managers
Louis Navellier
CHIEF INVESTMENT OFFICER
Mr. Navellier’s stock selection process focuses on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio.
Michael Garaventa
PORTFOLIO MANAGER
Mr. Garaventa manages the All Cap Core strategy and is a member of many portfolio management teams including, but not limited to the Large Cap Growth, Power Dividend, and Small-to-Mid Cap Growth management teams.
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.