High-Q | Semi-Annual Reconstitution – 2023
The major sector allocation changes we saw were in industrials, utilities, consumer discretionary, and real estate.
Read MoreHigh-Q | Performance – July 2023
Performance for the IRON High-Quality Equity Portfolio as of July 31, 2023 is now available.
Read MoreQuick Facts
- Portfolio Manager: Actively managed by IRON Financial
- Investment Style: Equities
- Benchmark: S&P 500 Index
The Objective
- Seeks to generate capital growth with minimum volatility in every market environment
- Strives to maintain broadly diversified, optimally weighted exposure
The Strategy
- “Minimum-variance portfolio equity strategy”
- Pursued by identifying high-quality firms with improving operating and long-term earnings potential characteristics
Aaron Izenstark
Co-Founder and Chief Investment Officer
Joe Fanaro
Portfolio Management and Trading
George Georgiev, CFA
Portfolio Management and Research
Browse performance and more for the High-Q Suite.
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High-Q 50/50
Enjoy the unique design of our High-Q portfolio with 50% equity.
High-Q | Semi-Annual Reconstitution – 2023
The major sector allocation changes we saw were in industrials, utilities, consumer discretionary, and real estate.
Read MoreHigh-Q 50/50 | Performance – June 2023
Performance for the IRON High-Quality Equity 50/50 Portfolio as of June 30, 2023 is now available.
Read MoreView…
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