For four decades, our success has been the result of our strict adherence to a disciplined and market conscious investment philosophy that is fundamentally driven and quantitatively enhanced.
The portfolio is structured into two sectors called Up Market Stocks and Down Market Stocks. Up Market stocks are those which history has shown to grow capital when the market is rising. Down Market stocks are those which history has shown preserve capital when the market is going down.
FUNDAMENTALLY DRIVEN STOCK RESEARCH
Basic balance sheet and income statement analysis is conducted on all investment candidates. The focus is on identifying well-managed companies from among S&P 500 companies with a market capitalization greater than $4 billion.
PROPRIETARY RISK MANAGEMENT MODEL
Stralem uses a proprietary Relative Growth Value Model to manage risk on both an individual stock and sector level. This model reinforces our buy and sell discipline protecting us from paying too much for growth or being unwilling to sell winners.
CONCENTRATED PORTFOLIO- FULLY INVESTED
The portfolio is comprised of 25-35 securities with a market cap of $4 billion or greater.