Our Approach:

Wealthour seeks to work through an organic and wholistic philosophical approach of analyzing and evaluating a wide range of investment products to arrive at more balanced and optimized investment portfolios geared towards maximizing alpha returns while reducing downside risks and volatility.

Smart Alpha Equity Fund:

The strategy and methodology of the Smart Alpha Equity Fund revolves around an actively managed portfolio fund consisting of a confluence of multiple key elements such as momentum and dual momentum, long-short positions, high quality growth equities as well as prudent use of leverage combined with smart beta weighting to reduce drawdowns while preserving compounded gains and upside potential. Ultimately the objective is to maximize alpha (gains/returns above the benchmark) and improve risk premia (gains desired above the risk free rate) while simultaneously protecting value. Wealthour also stays dedicated to continual up to date research and analysis combined with leveraging state of the art technologies to better achieve the absolute best possible performance from our funds and for investors.

Wealthour’s comprehensive strategies for building portfolio funds includes a myriad of weighted factor analysis evaluation elements and techniques such as analysis of quarterly and annual filings, factor analysis including P/E ratio, EBITDA/EV ratio, Sortino ratio, Information ratios, Sharp ratio, Jensen alpha, Treynor ratio, shareholder yield, buyback yield, Enterprise value to Free cashflow, depreciation/capex, external financing, EPS growth, relative and absolute momentum, smart beta, impact modeling, sector analysis, geographic diversity, intermarket analysis, current events and market catalysts, economic data (eg. GDP, PPI, PMI, CPI, PCE) gross margins, operating profit margins, DCF value, ROCE, ROE, WACC, D/E ratio, FCF, PEG ratio, Enterprise Value to EBITDA ratio, (EV/EBITDA), TEV, ESG, commodities prospectus, emerging markets prospectus, emerging technologies prospectus, currencies analysis, private equity, interest rate fluctuations, portfolio turnover ratio, seasonality, the effects of government and central bank policies, actions and more.

In addition to our actively managed funds we also seek to provide a passively managed option based on similar factor analysis techniques and principles.