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Professional services company offering insurance brokerage, talent management, and management consulting among others. A strong history of growth coupled with cycle-proof service offering (insurance, management consulting) and a global presence make for a great addition to any portfolio. Insurance - Brokers industry investment.
Long & Short based on seasonality. Long TOP 25 S&P500 stocks that have best average Feb return in 2007-2018 and short BOTTOM 25. Small modifications to data and removal of outliers made. Reason for short time period was limited data.
As part of our investment strategy, 75% of our portfolio is to be managed passively, consisting of stocks which are part of the KLD fund. This fund is not only consistent in its growth, but also gives investors peace of mind that their invested capital is going to environmentally and socially responsible companies. Many of these companies are some of the largest and most stable on the markets, meaning that alongside the 25% of the fund which is actively managed and seeks outperforming stocks, the fund can also provide investors with a lower-risk but consistently performing investment.