EQUITY STRATEGIES
INDUSTRY LEADERS
Asset Class: Equities
Risk Level: High
Base Currency: USD
Inception Date: January, 2013
Minimum Investment: $250,000​
The Industry Leaders Portfolio aims to achieve long-term capital growth by investing in a concentrated selection of 25 of the largest market capitalization companies and most resilient businesses across MSCI World economic sectors, following a GARP (Growth at Reasonable Prices) investment philosophy. Utilizes a proprietary tool incorporating valuation, profitability margins, and qualitative factors such as business model strength, management quality, and competitive advantage.
INDUSTRY LEADERS CATHOLIC VALUES
Asset Class: Equities
Risk Level: High
Base Currency: USD
Inception Date: July, 2023
Minimum Investment: $250,000​
The Industry Leaders Catholic portfolio seeks long-term capital growth by investing in the 25 large-cap industry leaders within the MSCI World while adhering to the ethical investment guidelines of the USCCB (United States Conference of Catholic Bishops) and the 10 United Nations Global Compact principles, applying a Growth at Reasonable Prices (GARP) strategy.
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ETF CORE EQUITIES MODEL PORTFOLIO
Asset Class: ETF
Risk Level: High
Base Currency: USD
Inception Date: January, 2013
Minimum Investment: $100,000
The ETF Core Equity Portfolio is designed to deliver exposure to major U.S. indices and factor-based ETFs while incorporating international ETFs for broad global diversification. Prioritizes leading U.S. indices and factor-based strategies to drive performance and manage risk.
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This strategy is available in UCITs investment vehicle for foreign investors.
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