Vantage Portfolio
Navellier’s Vantage Portfolio invests primarily in the high ranked Dividend Growth, All Cap Growth and International ADR growth stocks with potential for long-term capital appreciation. This is essentially a “no excuses” portfolio that is naturally biased to the stocks that are benefiting from persistent institutional buying pressure.
Navellier uses a highly disciplined, quantitative process to identify inefficiently priced Dividend Growth, All Cap Growth and International ADR growth stocks with superior fundamentals relative to the underlying market. In addition to identifying stocks with superior reward/risk (risk-adjusted return) characteristics, the investment process seeks to identify stocks that have superior dividend growth, earnings, revenue, and profit margin expansion relative to the general market.
The Vantage portfolio may have a higher proportion of Dividend Growth stocks compared to All Cap Growth and International ADR growth stocks in defensive market environments.
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 Vantage 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.