Our Flagship Large Cap Growth ESG portfolio Focuses on Wealth Creation and Risk Mitigation
Important Disclosures
- The results do not represent the results of actual trading using client assets but were achieved by means of the retroactive application of a model that was designed with the benefit of hindsight.
- The returns should not be considered indicative of the skill of the portfolio manager.
- The client may experience a loss.
- The results may not reflect the impact that any material market or economic factors might have had on the adviser’s use of the back-tested model if the model had been used during the period to actually manage client assets.
- The portfolio manager, during the period in question, was not managing money according to the strategy depicted.
- The back-testing is for an assumed strategy, but ultimately it is up to the client whether or not to stay invested.
Equal Weighted: Our portfolio is comprised of 100 equal weighted large capitalization growth stocks that are meeting our required Environmental, Social and Governance score to qualify. Clients own the stocks directly and they are charged one flat fee a year that is prorated on monthly basis.
Our strategy protects clients against the risk of concentrated investments in few or limited number of stocks. Thus, reducing the market risk exposure.
Direct ownership of the investments, not pooled with other investors protecting clients from negative impacts of “herding”
Lower costs, VictorWealth charges one flat annual management fee prorated on monthly basis
Leadership
We believe in working toward a more sustainable investment environment that can better deliver long-term value creation for our clients.
Process
ESG analysis is integrated into every aspect of our investment process.
Experience
Leveraging our multi-decade experience in sustainable investing builds engagement and is consistent with our policy convictions.