Markman Portfolios - Portfolios

	Fusion Portfolio
	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. For detailed performance statistics on our Fusion portfolio, please download our Investment Kit by entering your email address in the box to the right.

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

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