 SectorsConsumer Discretionary Sector 2015-2016 |  SectorsTechnology Sector 2015-2016 |  SectorsIndustrial Sector 2015-2016 |  SectorsPortfolio Management Group 2015-2016 |
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Consumer Discretionary
The Consumer Discretionary Sector focuses on companies that profit from selling cyclical products and services that consumers buy with their discretionary income.
Analysts within the sector cover industries that include:
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Retail & Apparel
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Automotive Manufacturers
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Durable Goods Manufactures
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Leisure & Travel
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Hotel & Casinos
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Media & Entertainment
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Home Improvement Retailers & Homebuilders
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Restaurants & QSRs
The Sector actively monitors industry earnings, GDP, consumer spending, same-store-sales, consumer debt, unemployment, wages/earnings, CPI/PPI, housing data, and commodity prices in order to find optimal investment opportunities for our portfolio.
Consumer Staples
The Consumer Staples Sector focuses on companies that profit from selling staple, non-cyclical products and services that consumers buy with their disposable income.
Analysts within the sector cover industries that include:
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Beverages (Alcoholic & Non-Alcoholic)
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Food Processing
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Food Retail
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Tobacco
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Pharmaceuticals, Healthcare, & Biotechnology
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Consumer Products
The Sector actively monitors industry earnings, FDA activity, recent and proposed legislation, GDP, consumer spending, same-store-sales, consumer debt, unemployment, wages/earnings, CPI/PPI, housing data, and commodity prices in order to find optimal investment opportunities for our portfolio.
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Energy
The Energy Sector focuses on companies that produce, service, and market energy related products used for home heating/cooling, transportation, manufacturing, and agriculture.
Analysts within the sector cover industries that include:
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Integrated Oil
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Exploration & Production
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Refiners
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Natural Gas
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Regulated Utilities
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Coal
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Alternatives
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Oil Rig Construction & Equipment
The Sector actively monitors commodity prices, industry earnings, OPEC, legislation, GDP, energy demand, consumer spending, unemployment, reserves, day rates, rig utilization/refiner utilization, and crack spreads in order to find optimal investment opportunities for our portfolio.
Financial
The Finance Sector focuses on companies that provide financial services to consumers and business in the form of credit extensions, investment banking services, brokerage services, and insurance.
Analysts within the sector cover industries that include:
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Financial Services & Commercial Banks
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Investment Banks & Brokers
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Private Equity
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Real Estate
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Insurance Underwriters/Providers
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Regional Banks
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Savings & Loans
The Sector actively monitors industry earnings, credit markets, interest rates, fiscal/monetary policy, currency markets, government legislation, and macroeconomic variables in order to find optimal investment opportunities for our portfolio.
Industrial
The Industrial Sector focuses on companies that provide products and services that serve as inputs or capital goods necessary for manufacturing and production.
Analysts within the sector cover industries that include:
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Agriculture
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Basic Materials
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Transportation & Shipping
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Waste Services
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Capital Goods Construction & Equipment
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Aerospace & Defense
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Chemicals
The Sector actively monitors industry earnings, commodity prices, global consumption trends, GDP, capacity utilization, ISM/PMI, PPI, and trade balance in order to find optimal investment opportunities for our portfolio.
Technology
The Technology Sector focuses on companies that sell technology products and services to other businesses or directly to the consumer.
Analysts within the sector cover industries that include:
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Computer Hardware
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Software & Services
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Internet
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Telecommunication & Wireless Providers
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Semiconductors
The Sector actively monitors industry earnings, CEO guidance, consumer and secular changes, new technologies, industry trends, consumer spending, enterprise spending, GDP, unemployment, housing, wages/earnings, and inventories in order to find optimal investment opportunities for our portfolio.
Portfolio Management Group
The Portfolio Management Group aims to manage the fund's risk and assess potential investments through statistical analysis of the portfolio's risk-reward profile. It also increases tranparency within the fund by publishing monthly, quarterly, and annual performance reports.
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Economic Analysis Group
The Economic Analysis Group outlines and informs the fund about prevalent macroeconomic trends and geopolitical events to determine their impact on the different asset classes as well as the fund's holdings.
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