GROWTH: Our most aggresive portfolio seeks to maximize capital appreciation.
The Proxy GROWTH portfolios is our most aggressive portfolio. This portfolio is an actively managed stock portfolio, unconstrained by geographic region, market capitalization and equity sector. The portfolio is concentrated in approximately 30-40 individual equities that meets the portfolio manager’s criteria for high growth potential based on present market valuations. The portfolio seeks to maximize capital appreciation & should only be considered by investors with a high-risk investment profile.