Golden Capital Large Cap Core

The objectives of the Golden Capital Large Cap Core strategy are to:

  • Construct an actively managed, core portfolio of undervalued companies that exhibit the likelihood to meet or exceed earnings expectations,
  • Achieve long-term capital appreciation, and
  • Outperform the S&P 500 Index by providing upside potential and minimizing downside risk.

An Active-Quant approach to research and portfolio construction combines the merits of quantitative methods and qualitative validation. Fundamental research is carried out systematically using a quantitative investment framework. The team's proprietary Total Composite Model ranks stocks based on valuation, earnings, and trading momentum. The rankings help the team identify companies that are unsustainably cheap, meaning undervalued with the potential to deliver future earnings improvements in excess of current analysts' expectations. Qualitative review of stocks and their fit within the portfolio is also integral to the decision-making process.

Strategy details

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