Long Term Buy and Hold Strategy
Victor Wealth Large Cap Growth ESG
The goal is to generate long-term alpha from USA domiciled investments of 100 equal weighted Large Cap Growth Companies
This strategy is designed for investors seeking sustainable long-term outperformance of the market from a high-conviction portfolio, backed by proprietary and systematic fundamental research.
A portfolio of 100 equally weighted top-quality growth companies that offers sustainable growth and resilience to economic uncertainty. This strategy allows us to invest on multi-decade investment horizon to meet client requirements for sustainable long-term returns.
WE FOCUS ON SUSTAINABLE BUSINESSES WITH GOOD COMPOUNDING CHARACTERISTICS, BACKED BY LOW DISRUPTION RISK, GOOD ESG CREDENTIALS AND HIGH MANAGEMENT QUALITY.
VictorWealth Large Cap Growth ESG Portfolio seeks capital appreciation over full market cycles while generally maintaining global exposure to sustainable equities meeting environmental, social, and governance standards. The strategy is dynamically managed, striving to take advantage of market opportunities while focusing on downside risk management by changing allocations in response to market conditions.
- Reduced downside risk
- Improved portfolio volatility
- Enhanced risk-adjusted returns
In order to achieve absolute returns over full market cycles, we incorporate rigorous portfolio construction metrics.