Mount Lucas U.S. Focused Equity Fund - Keywords

 

INVESTMENT FOCUS

  • Momentum and Earnings Sustainability
  • Growth and Quality
  • Large-Cap Value Stocks

INVESTMENT PHILOSOPHY

  • Long-Term Investor
  • Disciplined Investing
  • Deep Value Investor
  • Momentum Trend Persists
  • Exploiting Behavioral Mistakes
  • Quantitative Investment Process

INVESTMENT PROCESS

  • Dynamic Strategy
  • Bottom-Up Selection
  • Improving Earnings Growth
  • Qualitative Analysis
  • List Narrowing to 300
  • Price Momentum
  • Laddered Sequence
  • Seek to Deviate from Benchmark

RESEARCH PROCESS

  • Improving Financials
  • Fundamental Momentum
  • Behavioral Value
  • Story Value

PORTFOLIO CONSTRUCTION

  • Strict Sell Discipline
  • Concentrated
  • Let Winners Run
  • Hold at least One Year

RISK CONTROL

  • Avoiding Value Trap
  • Strictly Follow Quantitative Model