Disciplined Growth
A strategy seeking to significantly outperform the S&P 500 via large cap “Growth At a Reasonable Price”, superior stock selection and highly disciplined risk controls.
Aviance Disciplined Growth:
- Seeks companies whose earnings growth will exceed expectations
- Holds high quality stocks with the most rapidly improving fundamentals, as measured by earnings growth, sales growth, and strengthening balance sheet.
- Utilizes a systematic investment process which blends quantitative screening and research team expertise.
- Employs strong risk controls driven by screens – takes human emotion out of decisions.
Past performance is not indicative of future results. Please see the linked GIPS Disclosure Presentation for full disclosure.