Key Investment Principles
The Cutten Group's equity strategy identifies top-down investment factors. Macroeconomic models identify global trends. Research identifies economic sector and industry rotations. They consider the effects of political changes. The research team also examines accounting transparency and market liquidity as they make their investment decisions.
Our investment team selects top-rated securities that meet the client's asset allocation and risk profile. The Cutten Group quantitative models rank stocks by proprietary analysis. Risk management, alpha and beta ensure a portfolio's optimal, risk-adjusted returns.
Investment Advisors try to lower the risk of equity positions by diversifying across sector, industry, geography and market capitalization concentrations. Once the portfolio is established, we keep an eye on all holdings and makes changes based on diversification metrics and our ranking system for securities.