The Difference

Absolute Return

The Intelligent Trader has been designed for traders/investors who are looking for ‘Absolute Return’ versus ‘Relative Return’.

____

Growth Oriented

The best way to describe our approach is that it’s growth oriented with a twist. As long-short proponents, we’ll use anything to get an edge whether it’s stocks, exchange traded funds (ETFs) or options.

Active Management

One area that sets us apart from our competition is that our portfolios are ‘all-inclusive’. Experience has taught us that the market is too dynamic and diverse to be pigeon-holed to any one corner or segment of the investment universe. So, instead of waiting for returns to come to us, we actively seek out the most favored markets, sectors and individual names and/or ETFs.

Multi-Directional

In keeping with our commitment to active investing, we, by design, can be either ‘long’ or ’short’ up to 100% of assets. In our opinion, ‘Long Only’ is only half right.

Multi-Style

As much as people might try, we are not pigeon-holed into a particular category (growth, value, blend). We comb the entire investment spectrum looking for ideas that are working.

Multi-Cap

The size of the company is of no real concern. We will utilize large, mid and small cap sectors when appropriate.

Concentration

Our objective is to maximize our rate of return. In order to do this, we will overweight the portfolio by being ‘long’ the most ‘favorable’ sectors and will avoid (or ’sell short’) the ‘least’ favorable sectors. As a rule, we will not hold more than 25-30 positions in the portfolio.

Risk Management

The area that sets us most apart from most portfolio managers is our focus on risk management. We place a great deal of emphasis on risk management and the role it has in the lives of our subscribers. In fact, most of our ongoing education programs are directed at helping investors understand the benefits of risk management and exactly what it means to them.

Risk management does not mean that investors will never see a decline in their portfolios. That’s beyond our control. It does mean that we do strive to protect assets in declining markets while receiving a good rate of return in rising markets.