CLS Master Manager portfolios are allocated to ETFs, as well as growth stocks and high-quality bonds, depending on each investor’s unique objectives and Risk Budget.
Master Manager Strategy: ETFs & Growth Stocks
Strategy seeks to grow the portfolio over the long-term through active security selection and emphasis on short-term opportunities for return.
Master Manager Strategy: ETFs & Individual Bonds
Strategy strives to build portfolios of ETFs and investment-grade bonds in order to provide income and capital appreciation.
Master Manager Strategy: ETFs, Growth Stocks & Individual Bonds
Strategy seeks to build a portfolio of ETFs, growth stocks, and investment-grade bonds in order to provide income and capital appreciation.
Selecting Individual Stocks
Stock-focused portfolios will feature individual growth stocks – those from companies that generally have above-average records for earnings growth. To find specific stocks to overweight or underweight, CLS analyzes the current sector makeup of the major equity indexes and combines economic trends and future outlook with long-term demographic and cultural themes. We also consider momentum indicators, long- and short-term relative strength, overbought and oversold indicators, moving averages, and relative near-term performance.
Selecting Individual Bonds
Bond-focused portfolios will invest in U.S. government and agency bonds, corporate bonds, and mortgage-backed securities. CLS seeks to maximize total return with low risk by focusing on high quality bonds and by actively managing bond securities and maturity.