Over the past 13 years, US stocks have returned an average of 8.8% per year - before taxes on dividends. The Quantum Capital Value Equity Strategy backtest showed a result of 13.3% per year over the same period.
A very small number of organizations pass through all of the filters above. Having selected the company, QC then proceeds to its analysis and evaluation. In the process of reviewing the business, we take into account not only financial statements, company presentations and analytics of large banks, but also take into account other, independent sources. QC analysts read reviews of company products, employee reviews on Glassdoor, trends on Google and Twitter, reports and presentations of competitors. To acquire a stake in a business, QC portfolio managers need a deep and comprehensive understanding of the company.
This level of confidence in the analysis allows you to invest a significant share of assets in one company - 5-15% of assets under management. To maintain ongoing expertise in the business, the portfolio will be distributed over approximately 10 stocks, which is a compromise between depth of analysis and diversification. In case some funds are not allocated, QC acquires ETFs and entrusts diversification to the market.
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