Wright Titan

The Wright Titan strategy focuses exclusively on large-cap &amp; mid-cap stocks, selecting from the top publicly traded companies renowned for their stability, robust financials, and market leadership. This universe includes well-established firms with strong brand recognition, global market presence, and consistent performance histories. By targeting large-cap &amp; mid-cap companies, the strategy ensures a foundation of stability and resilience, offering investors dependable growth and reduced volatility amidst market fluctuations.

The research process leverages advanced quantitative models and AI-driven analytics to identify large-cap &amp; mid-cap stocks with strong growth potential and financial stability. Key factors include revenue growth, earnings consistency, dividend history, and market trends. AI technology forecasts market conditions and economic shifts, enabling precise stock selection. The research focuses on uncovering trending opportunities within the large-cap &amp; mid-cap segments, ensuring the portfolio captures both stability and upside potential.

Screening involves the meticulous selection of 20 high-quality large-cap &amp; mid-cap stocks that demonstrate robust fundamentals, sustainable growth prospects, and resilience against market volatility. The selection process evaluates each stock's financial health, historical performance, and alignment with current economic trends. By prioritizing companies with proven track records, dividend potential, and market leadership, the screening ensures the portfolio is composed of reliable, high-performing large-cap &amp; mid-cap investments with minimal risk exposure.

The Wright Titan strategy employs a balanced and disciplined weighting approach to optimize risk and reward. Stock weights are determined based on growth potential, stability metrics, and market capitalization. Monthly portfolio rebalancing ensures alignment with market conditions, allowing for systematic deallocation in risky market environments. This dynamic yet cautious weighting methodology ensures steady returns while maintaining resilience, offering investors a secure and consistent investment experience in the large-cap &amp; mid-cap segment.

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month

Wright Titan Tracker

Overview

Stocks & Weights

At a Glance

Holdings Distribution