Equity Growth
Concentrated ownership in the world's best compounders.
Concentrated equity exposure to compounders with durable growth runways. Built for investors with a 5+ year horizon.
Equity Growth
Value-added index computed from rebalance weights and daily prices. Dashed lines mark rebalances.
Philosophy
We hold a focused basket of businesses with durable competitive moats, expanding margins, and long reinvestment runways. Concentration is intentional — diluted exposure dilutes outcomes.
Roughly 10–25 names, weighted by conviction. Position sizing reflects both quality of business and current valuation. We rebalance opportunistically, not on a calendar.
How it's built
The repeatable process behind Equity Growth.
- 01Universe screen
We start from a defined universe relevant to this strategy and filter for fundamental quality, balance sheet health, and liquidity.
- 02Fundamental scoring
Each candidate is scored on financial strength, competitive position, and exposure to technology, consumer discretionary, communication services dynamics that drive this portfolio.
- 03Position sizing
Weights reflect conviction, valuation, and risk contribution — not market cap. Concentration is intentional where it earns its keep.
- 04Ongoing review
We re-underwrite each holding continuously and rebalance when the thesis, valuation, or risk profile materially changes.
Holdings
The exchange-listed stocks held in Equity Growth, with their target allocation. Sector and industry data sourced from Yahoo Finance.
Live from latest rebalance · 5/1/2026
- Meta Platforms, Inc.14.0%
- General Motors Company10.0%
- Micron Technology, Inc.10.0%
- Intel Corporation10.0%
- Sandisk Corporation10.0%
- M/I Homes, Inc.9.0%
- Alphabet Inc.8.0%
- Amazon.com, Inc.7.0%
- Deswell Industries, Inc.7.0%
- Ecopetrol S.A.5.0%
- First Solar, Inc.5.0%
- Petróleo Brasileiro S.A. - Petrobras5.0%
Weights reflect the most recent rebalance recorded in our tracker. They drift with market prices between rebalances.
What it looks like in practice
Three plausible paths from here. Real outcomes will sit somewhere along this distribution.
Sector tailwinds and individual catalysts compound over a multi-year window. Concentrated weights drive meaningful relative outperformance.
Quality screens and disciplined sizing deliver returns roughly in line with — to modestly above — the relevant benchmark over a full cycle.
Expect drawdowns consistent with this strategy's moderate risk profile. The portfolio is built to survive and recover, not to avoid declines.
Is this you?
An honest fit check. We'd rather you pick the right strategy than the most exciting one.
- Has a 5+ year time horizon
- Comfortable with market drawdowns of 20–30%
- Wants meaningful outperformance vs. the index
- Doesn't need current income from this allocation
- You need access to this capital within the next 12–24 months
- You'd panic-sell during a 20%+ drawdown
- You're looking for guaranteed returns or principal protection
Historical context
Concentrated growth strategies have historically outperformed broad indices over rolling 7–10 year periods, with the trade-off of higher short-term volatility. Conviction-weighted portfolios sit at the intersection of active management and patient capital.
* Past performance does not guarantee future results. All investments carry risk of loss.
Common questions
- How is this portfolio different from an ETF?
- Unlike a passive ETF, Equity Growth is actively managed against a specific objective (long-term growth). Position sizing reflects conviction, not market cap weighting.
- How often will my positions change?
- We rebalance opportunistically rather than on a fixed calendar. In a typical year you can expect modest turnover; in periods of dislocation, more.
- Can I customize the holdings?
- Core holdings follow the strategy, but we can accommodate restrictions (e.g. tax-lot preferences, ESG exclusions, single-name caps) on request.
- What happens in a market downturn?
- This portfolio carries moderate risk and will participate in market declines. Our discipline is to re-underwrite, not to react — which historically produces better long-term outcomes.
License or access Equity Growth
Subscribe for data access — live holdings, price targets, and API — or license this portfolio to redistribute it under your firm. Self-serve checkout in a minute, or contact us for AUM-based licensing.
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