High-Q | Semi-Annual Reconstitution – 2022
The major sector allocation changes we saw were in health care, consumer defensives, and technology.
Read MoreHigh-Q | Performance – Q2 2022
Overall, High-Q generated a smaller loss and other wins compared to its benchmark.
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.
Also available
High-Q 50/50
Enjoy the unique design of our High-Q portfolio with 50% equity.
Core Plus, High-Q 50/50 | Portfolio Trade
High CPI and rising interest rates led us to take a more defensive position. We are selling the remaining position in mortgage-backed securities to buy a US Treasury Bond ETF.
Read MoreHigh-Q 50/50 | Performance – Q4 2021
High-Q 50/50's trailing twelve month yield continued to soar above the S&P 500 (73% higher to be exact!) and hold stocks of companies showing various measures of impressive growth.
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