Concentrated Equity Portfolio

We created the Concentrated Equity Portfolio to give clients access to a higher-conviction investment strategy that complements our core investment models. This strategy seeks to deliver greater long-term growth potential by emphasizing our highest-conviction investment themes and investing in companies that we believe offer attractive growth prospects relative to their valuations.

Our core investment themes include:

1. Continued U.S. technology leadership and innovation
2. The widening global wealth divide
3. Fiscal irresponsibility among Western governments
4. Structural underinvestment in energy and power infrastructure

The portfolio is intentionally concentrated, typically consisting of approximately 30 holdings. This focused approach allows us to meaningfully express our highest-conviction ideas and pursue returns that we believe can exceed those of the S&P 500 over a three- to five-year investment horizon.
Because of its concentrated nature, the strategy carries greater volatility and a higher risk of capital loss than more diversified portfolios. Individual company-specific events may have a more pronounced impact on performance, and investors should be prepared for periods of significant drawdowns.

During market volatility, we may increase exposure to our highest-conviction holdings when we believe long-term opportunities have improved. This strategy is intended for investors with a long-term investment horizon and a tolerance for above-average volatility and risk.

F2 Ritche Concentrated Equity Factsheet