Small Cap Growth Portfolio
Navellier’s Small Cap Growth Portfolio uses Navellier’s time-tested, quantitative investment process.
This actively managed portfolio, launched in 1998, seeks inefficiently priced growth stocks with opportunities for long-term price appreciation.
Highlights
- Disciplined investment process that uses quantitative and fundamental screens
- Dynamic process that adapts to market changes
- Portfolio managed to outperform the index rather than imitate it
Features
- Invests in high quality, inefficiently priced U.S. stocks with growth potential
- Diversification across sectors and industries
- Investment in small cap stocks
Overview
- Identify companies with strong reward (alpha) / risk (standard deviation) ratios
- Screen companies for strong fundamentals that explain their performance and support their future growth potential
- Optimize the portfolio for diversification across sectors and industries
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 Borgen
PORTFOLIO MANAGER
Mr. Borgen manages the Small Cap Growth Strategy, Mid Cap Growth Strategy, Large Cap Tactical Strategy, Covered Call Strategies as well as the Small-to-Mid Cap Growth strategy.
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.