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High Octane

Unconstrained Portfolio

Built around a maximum growth seeking philosophy through investing in a wide array of both established and developing companies that through analysis, demonstrate opportunity for significant return.

Investment Focus

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Strategy Description

This actively managed equity strategy seeks long-term capital appreciation by investing in corporate stocks and ETFs that through fundamental and technical analysis display strong potential growth. The strategy can at any time shift sector weighting if deemed beneficial toward the pursuit of optimizing return. This focus toward growth can bring with it concentrated holdings and significant volatility.


Typical # of Holdings: 20-30

Minimum Investment: $15,000

Inception: 01-01-2016

Portfolio Manager: Darren Leavitt, CFA

Investment(s) Used

Trade Frequency
Mutual Funds
High Octane
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