Focused Alpha Strategy

Portfolios invested in this strategy will typically have the following traits:

  • Strategy managed by J. Christopher Leshock
  • Long-only, low turnover strategy for investors seeking higher returns over longer time periods (3 years or greater)
  • Concentrated holdings of 10 to 25 best-idea stocks across all capitalization ranges
  • Generally focused on stocks within the Industrials, Materials and Energy sectors where the portfolio manager has 20+ years of experience
  • The strategy seeks out higher quality, higher cash flow, lower debt-level stocks with durable competitive advantages and the ability to compound returns at double-digit rates

Data as of May 31st, 2019*