Portfolio Construction & Management
Once identified using the range of Strategas’ research disciplines, the Firm’s thematic portfolio concepts are driven by proprietary quantitative models to remove emotional bias from portfolio construction.
Within the thematic framework, the decision to include a security, remove it from consideration, or remove it from the portfolio, is dependent on both the absolute and relative result of dynamic scoring.
The Firm’s portfolio managers and analysts, continuously monitor economic, market, fundamental, and policy conditions to determine if the integrity of the underlying theme remains intact, has changed, or is no longer positioned to generate alpha.