EQUITY SOLUTION: VALUE, QUALITY & MOMENTUM
The RiverFront DWA Fusion Large Cap Portfolio from RiverFront and Nasdaq Dorsey Wright (DWA) will seek to outperform the S&P 500 index by investing in companies that offer, in our view, attractive valuations, healthy balance sheets defined by low debt-to-equity ratios, and positive price momentum.
The RiverFront DWA Fusion Large Cap Portfolio is a domestic equity model using RiverFront’s proprietary Value and Quality Factor scores and Nasdaq Dorsey Wright’s proprietary Momentum Factor scores. The portfolio will invest in approximately 50 US stocks selected from top 1,000 largest US companies, leveraging the experienced thinking from RiverFront and Nasdaq DWA.
The Fusion Large Cap portfolio can help clients diversify their portfolios by providing a way to add more large-cap core and large-cap value to their portfolios, with an active management approach.