Markman Portfolios - Philosophy

	Overview and Investment Approach
	Investment Philosophy Markman Portfolios are constructed using a systematic approach that focuses on identifying stocks that are attractively valued and poised for above-average growth. The individual equity portions of the portfolio tend to be non-diversified and pursue their objective by focusing on equity investments in a relatively small number of companies (25-40 holdings), and a relatively limited number of sectors or industries. The underlying model seeks out the best investment opportunities across varying market capitalization ranges and investment themes. Some portfolios are flexibly managed, with the ability to invest in equity, fixed-income securities and exchange-traded funds that are based in every region of the world, so long as they trade on U.S. exchanges. As market conditions warrant, the portfolios may capitalize on declines in the value of equities and indexes by establishing short positions via inverse exchange-traded funds. Each strategy takes into consideration a host of factors when choosing positions, including overall economic factors; the fundamental and technical strength of sectors and industries; the valuation and insider buying of individual companies; and the technical strength of companies' shares. Investment Process The equity selection process begins with 8,000-plus stocks that trade on U.S. exchanges. Proprietary analytical model divides them into deciles based on an assessment of their recent and expected earnings growth; likelihood to surprise analysts with earnings upside; recent and estimated future valuation; recent buying by corporate insiders; price strength; and likelihood to experience low levels of volatility. Focusing only on the top scoring securities, the model then re-sorts the list to determine the ones that are in industrial sectors, market capitalization and growth/value cohorts that are expected to be the most preferred by the market over the next one to six months. Final choices are thus equities that have the best growth prospects, lowest valuations, and lowest volatility which are in the strongest sectors and market capitalization groups.

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Contact Information
Markman Portfolios
4 Buckingham Lane
West Hartford, CT 06117

Phone: (877) 621-2939
info@markmanportfolios.com