Balanced 🎯 Multi Factor

The Wright Balanced Multi-Factor strategy focuses on a diverse universe of 300 top-performing stocks and multi-asset classes, including bonds, gold, and international ETFs. This universe is selected to provide a broad foundation for applying multi-factor analysis, capturing opportunities across different market conditions. By integrating equity themes with non-equity assets, the strategy ensures a balance of growth potential and risk mitigation, making it well-suited for long-term success across varying market cycles.

Screening begins with evaluating the top 300 universe for stocks that excel across multiple factors, including value (undervalued assets), momentum (strong price trends), growth (earnings potential), and quality (financial strength). The process extends to multi-asset ETFs, where assets are selected based on their ability to diversify and stabilize the portfolio. The final selection includes 20-25 stocks and carefully chosen ETFs to ensure an optimal balance of growth, risk management, and diversification across equity and non-equity themes.

The Wright Balanced Multi-Factor strategy employs a dynamic weighting model to allocate assets based on current market conditions and factor performance, and is a flexi cap multi-allocation strategy. Equity allocations are optimized for growth and momentum, while non-equity assets like bonds, gold, and ETFs are weighted for stability and risk mitigation. Monthly rebalancing ensures that allocations remain aligned with market dynamics, macroeconomic shifts, and factor performance. This balanced approach provides consistent outperformance while maintaining a moderate risk profile, ensuring the portfolio thrives across different market environments.

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

The research process employs a multi-factor approach, combining momentum, value, growth, and quality metrics to identify high-performing stocks. AI-powered tools and advanced statistical models analyze these factors alongside macroeconomic indicators to optimize portfolio construction. The inclusion of multi-asset ETFs is driven by rigorous analysis of global trends, market conditions, and risk-reward ratios. Tactical adjustments ensure the portfolio adapts to changing economic landscapes, balancing equity growth opportunities with the stability offered by bonds, gold, and international ETFs.

Balanced MultiFactor Model

Mastering Factor Investing: Diversify, Adapt, and Grow with Wright Balanced.

Balanced MultiFactor Model

Overview

Stocks & Weights

At a Glance

Holdings Distribution