OnPointe Greatest Hits Model
Construction Methodology
By systematically capturing the overlap of top-ranked names, the model combines quantitative rigor with disciplined monthly rebalancing. This ensures the portfolio remains focused on the most compelling opportunities while dynamically adapting to evolving momentum and market conditions. This strategy looks at the top 166 recognized investment managers/firms from around the world (hedge funds, endowments, etc) and systematically looks for the top ten stocks that are most common among all the managers.
Quarterly Rebalancing – The portfolio is reconstituted and rebalanced each quarter to reflect the latest signals.
This model seeks to generate long-term returns in excess of the total return of the S&P 500 Index with a global portfolio of all-cap stocks.