Managed Strategies

Opportunities

Objective: 

Generate aggressive growth by utilizing undervalued securities that provide opportunities over the long-term 

 

Core Principles: 

  • Aggressive Growth: Identify undervalued stocks across all sectors with potential for long-term revenue growth and other metric growth 

  • Asset Selection: Primarily focus on small-mid cap with ability to go to other sectors and identify opportunities to minimize draw-downs 

  • Technical Analysis: Actively monitor data on securities and make tactical decisions based on data trends 

Financial investment report showcasing Ancaro Opportunities, current allocation distribution in a pie chart, performance trend line graph since inception, strategy details, and key metrics for 2024.
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