All Strategies
Mid-Cap EquitiesLow Risk
Midcap Earlyrise
A defensive, beta-oriented strategy focused on select mid-cap stocks with stable fundamentals. Prioritizes capital preservation over aggressive alpha generation, making it suitable for investors seeking steady, market-correlated returns with reduced volatility.
Sortino
5.12
Sharpe
2.41
CAGR
14.6%
Max DD
-5.3%
Inception
Jan 2023
Avg Trades/Mo
8.0
Universe
S&P MidCap 400 Select
