Wright 💡 Innovation 

The Wright Innovation strategy identifies high-potential companies within the top 500 publicly traded corporations, with a focus on disruptive innovation sectors such as electric mobility, biotechnology, e-commerce, digital transformation, and fintech. The strategy emphasizes selecting smaller, agile firms that are trailblazers in their industries and have immense growth potential. This universe provides a fertile ground for identifying companies driving the next wave of economic and technological advancements.

In-depth research is the cornerstone of the Wright Innovation strategy. The process involves a comprehensive analysis of macroeconomic trends, industry disruptions, and emerging technologies to pinpoint companies leading in innovation. Proprietary models evaluate fundamentals, scalability, and market potential, ensuring the portfolio captures cutting-edge opportunities. Research also prioritizes identifying early-stage disruptors in high-growth sectors such as electric mobility and biotech, leveraging a forward-looking approach to capitalize on transformative trends.

The screening process identifies up to 25 stocks that exemplify leadership in disruptive innovation. Stocks are selected based on a thorough evaluation of their innovative capabilities, growth potential, and market relevance. A particular focus is placed on smaller firms with agile business models and proven capabilities in high-growth areas. This systematic screening ensures the inclusion of diverse industry leaders that align with the strategy’s goal of capitalizing on groundbreaking developments while maintaining a balanced risk-reward profile.

The Wright Innovation strategy employs a dynamic weighting model that adapts to changing market conditions and innovation trends, and is a flexi cap strategy. Stock allocations are determined based on factors such as market potential, growth trajectory, and industry leadership. Quarterly portfolio rebalancing ensures the strategy remains aligned with emerging opportunities while minimizing exposure to underperforming assets. This flexible yet disciplined approach enables the portfolio to maximize returns and maintain resilience in the ever-evolving landscape of disruptive innovation.

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 Innovation Tracker

Wright Innovation: Where Disruption Meets Growth.

Wright Innovation Tracker

Overview

Stocks & Weights

At a Glance

Holdings Distribution