The SPDR S&P 500 ETF (SPY) is an exchange-traded fund (ETF) that tracks the Standard & Poor's 500 (S&P 500) index.
- Portfolio managers have an understanding and, more importantly, an interest in the industry in which the company operates
- The company has a clear and sustainable competitive advantage
- The company has been growing sales, profits and cash flow for several years
- Very competent and honest top management with a history of successful management
As we review the business, we push back
- From financial statements, company presentations, and analytics from major banks
- From independent sources: QC analysts read company product reviews, employee reviews on Glassdoor, Google and Twitter trends, reports and competitor presentations
QC portfolio managers need a deep and comprehensive understanding of the company's operations to acquire a stake in the business.
A high level of confidence in the analysis allows you to invest a significant proportion of assets in a single company - up to 15% of assets under management. Thorough analysis allows increasing portfolio concentration to achieve attractive returns. If there are unallocated funds, QC purchases ETF units and trusts the market to diversify.
to preserve and multiply capital without significant risk. The main asset class for investment in this case - U.S. government securities. The Quantum Capital Treasury strategy will suit a conservative investor for his goals.