The Passage Index Plus strategy systematically invests in high quality companies from the S&P 500 universe based on fundamental criteria with the aim of generating superior risk adjusted returns. Risk filters are applied in the stock selection process for final portfolio construction.
| Composite Characteristics | |
|---|---|
| Composite Name | PASSAGE Index Plus |
| As of | April 30th, 2023 |
| Portfolio Manager | Oguz S. Ersan, CFA |
The Passage Index Plus strategy seeks to provide long-term growth by employing a strictly quantitative approach applied with discipline and risk management. It invests in a concentrated, equallyweighted portfolio of fundamentally solid companies and holds them for an intermediate-to-long-term time horizon.
Quantitative Investment Firm
Founded in 2006 by Oguz S. Ersan, CFA
Disciplined Investment Process
Follow risk-managed, systematic approach
Diligent Risk Management
Focus on maintaining appropriate risk levels and controls
2550 Middle Road | Ste. 503 | Bettendorf, IA 52722
563.332.4690
2 N Tamiami Trail | Ste. 410 | Sarasota, FL 34236
941.330.2424