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The Fusion Portfolio is an equity strategy that focuses on the top ranked stocks according to Markman’s proprietary stock selection approach.
The stocks in the portfolio are not limited to a particular size or region, and the systematic method looks for stocks that meet a host of
investment criteria (the model analyzes 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).
The portfolio is appropriate for investors with above average risk tolerance and a long-term time horizon who want exposure to the equity
markets. The portfolio generally maintains a bias for being invested in the stock market and seeks to produce outperformance over the entire
market cycle. This strategy is relatively concentrated, holding between 25-40 individual equity positions at any given time.
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Markman Portfolios
363 Ridgewood Road
West Hartford, CT 06107
Phone: (877) 621-2939
info@markmanportfolios.com
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