CVM - CAGRwealth Value Momentum is a proprietary strategy developed by combining long run alpha generating factors like value and momentum.

The core idea we use is fairly simple:

We keep track of companies which have good fundamental results in last 3-5 years of their operation and buy them as the market starts recognizing them (i.e. they have positive price momentum)

The rebalance of this portfolio will happen every month to keep the churn in portfolio to minimum.