EQUITY SOLUTION: VALUE, QUALITY, & MOMENTUM
The RiverFront DWA Fusion Small Cap Portfolio will seek to outperform the Russell 2000 index by investing in companies that offer, in our view, attractive valuations, healthy balance sheets defined by low debt-to-equity ratio, and positive price momentum.
The RiverFront DWA Fusion Small Cap Portfolio is a domestic equity model using RiverFront’s proprietary Value and Quality Factor scores and Nasdaq Dorsey Wright’s ("DWA") proprietary Momentum Factor scores. The portfolio will invest in approximately 75 US stocks selected from the Small Cap universe, including but not limited to the Russell 2000 index, leveraging the experienced thinking from RiverFront and DWA.
The Fusion Small Cap strategy can help clients diversify their portfolios by providing access to the fast-growing US small capitalization stock universe through an active investment approach.