Investing Options for Growth Investors
This growth investment strategy is beneficial to investors because it focuses on companies that are committed to growing their sales and earnings quarter after quarter and year after year.
Growth stocks come in all shapes and sizes. At Navellier, we focus our growth strategies by market cap.
Companies with large market caps can take advantage of their size to squeeze out the competition, spend more money on research and development and build a protective moat around their businesses.
In the reverse, companies with smaller market caps have the opportunity to be nimble with business operations, focus their efforts on a smaller number of products and services and their share price can be rewarded quickly when they deliver positive earnings or news announcements.
While market cap certainly doesn’t tell you everything you need to know about whether a company’s stock should be held in your portfolio, by grouping high-growth companies and investments by market cap investors can capitalize on the strengths of these types of securities.
Our suite of growth portfolios:
- Are managed by Navellier Portfolio Managers.
- Implement a rigorous testing process.
- Are adjusted to adapt to changing market trends.
To find out if any of these portfolios could work for you, simply call us at (800) 887-8671 or fill out our Portfolio Review Request for a personal portfolio review and confidential assessment to get started today.
At Navellier, we have developed several market-cap-based growth portfolios that use a highly disciplined, quantitative process to identify inefficiently priced stocks with superior fundamentals relative to the underlying market.
Our portfolios include: Large Cap Growth, Mid-Cap Growth, Small-to-Mid Growth, Small Cap Growth and an All Cap Core Portfolio. All of these portfolios are actively managed and seek inefficiently priced growth stocks with opportunities for long-term price appreciation.
Large Cap Growth Portfolio: This portfolio invests in U.S. listed securities with market capitalizations greater than $1 billion. Typically, the strategy invests in approximately 40-50 stocks that pass Navellier’s stringent quantitative and fundamental screening criteria.
Mid-Cap Growth Portfolio: This portfolio invests in U.S. listed securities with market capitalizations within the range of the targeted benchmark, the Russell Mid Cap Growth Index. At any given time, this portfolio could hold American Depositary Receipts (ADRs). Typically, the strategy invests in approximately 60-75 stocks that pass Navellier’s stringent quantitative and fundamental screening criteria.
Small-to-Mid Cap Growth Portfolio: This portfolio invests in U.S. listed securities and ADRs with market capitalizations between $100 million and $10 billion. The strategy floats between both small- and mid-capitalization stocks depending on the liquidity and risk associated with individual stocks. Typically, the strategy invests in approximately 15-30 stocks that pass Navellier’s stringent quantitative and fundamental screening criteria.
Small Cap Growth Portfolio: This portfolio invests in U.S. listed securities with market capitalizations within the range of the targeted benchmark, the Russell 2000 Growth Index. Typically, the strategy invests in approximately 40-60 stocks that pass Navellier’s stringent quantitative and fundamental screening criteria.
All Cap Core Portfolio: This portfolio may be concentrated in any of the three capitalization ranges (large, mid, and/or small) and can be focused on growth or value securities with one or neither dominating. The strategy invests in U.S. listed securities and ADRs of all capitalizations and accounts hold approximately 30-50 stocks that pass Navellier’s stringent fundamental screening criteria.
Our market cap portfolios are best used along with other styles and asset classes.
A Look at Our Custom Portfolios
At Navellier, we recognize that you are a unique investor with goals, risk tolerances and other factors that need to be considered for a complete investment strategy. This is why we look at the whole picture and make custom recommendations that are tailored to your unique needs.
For example, if you are interested in investing in large cap companies, but also want to capitalize on dividend stocks and implement a defensive strategy, here is a very simple sample of how we could blend three of our portfolios to achieve your goals within your preferred risk tolerance.
For more information on our Private Client Group, and how we may be able to put together a custom asset allocation strategy designed to fit your specific investment goals, please call us at (800) 887-8671 or fill out our Portfolio Review Request for a personal portfolio review and confidential assessment.
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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.