Arrow going out of a box inside a rounded box symbolizing Unconstrained Fund
High Octane

Unconstrained Fund

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

Grey rocket icon symbolizing growth
Growth
Grey plug unplugged icon to symoblize disruption
Disruption
Grey computer chip symbolizing technology
Technology

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.

Overview


Typical # of Holdings: 20-30

Minimum Investment: $15,000

Inception: 01-01-2016

Portfolio Manager: Darren Leavitt, CFA

Investment(s) Used

Strategy
Trade Frequency
ETFs
Mutual Funds
Stocks
High Octane
High
White checkbox in orange rounded rectangle
White checkbox in orange rounded rectangle

Want to explore more solutions?

Back to Investments