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Strategy Overview

The Abbot Focused Growth Strategy is a targeted, concentrated growth strategy, investing in individual equities of companies across the large-cap, mid-cap, and small-cap spectrum, and targeting thematic secular growth investment themes.  The strategy is typically concentrated among eight to fifteen portfolio positions, with the goal of larger, high-conviction position sizes driving investment performance – rather than a fully-diversified or index-based strategy with hundreds of small positions.  The strategy has the flexibility to vary the risk level and equity exposure of the portfolio through variable cash levels, position sizes, and holding exchange traded funds (ETFs) to target or offset specific equity exposure.

Investment Approach

  • Seek to invest in high quality growth companies that exhibit competitive advantage in sectors and industries experiencing strong secular (and/or cyclical) growth

  • Seek to find long-term, outperforming investments with multi-year growth opportunities, while also looking to identify shorter-term tactical investment opportunities driven by dislocations in price, elevated market volatility, or specific expected catalysts

  • Utilize fundamental, bottom-up equity analysis, coupled with bigger-picture investment themes to identify investment candidates

  • Invest across the market capitalization spectrum – including large-, mid-, and small-cap securities

  • May invest in ETFs to obtain targeted, specific investment exposure, or macro-related exposure based on the views of the portfolio management team

  • Balance expected growth opportunity of an investment with its profitability and valuation criteria

  • Actively traded investment strategy, including a range of short-term and longer-term holding periods

  • Concentrated strategy, typically holding eight to fifteen portfolio positions, resulting in a portfolio that is not typically diversified across all sectors of the economy

  • May invest in foreign companies, including both emerging market and developed market equities


Risk Management

  • Flexible cash levels, based on views of the portfolio management team

  • Limit individual equity position sizes to 20% of the portfolio

  • Limit single sector allocation to 50% of the portfolio

Portfolio Management

The Abbot Focused Growth Strategy is managed by the Abbot Portfolio Management Team, using a team approach to manage and make shifts in the strategy’s investment allocation.  Abbot Financial has been managing private client investment accounts for more than 35 years.

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