The Stevanovic Metz Group's Focus Growth Portfolio is designed for investors seeking long-term capital appreciation through a disciplined approach to high-growth equities. The strategy is structured around two key components:
Core Growth Holdings
At the foundation of the portfolio are 8 - 10 diversified growth stocks. These core positions are chosen for their growth potential and alignment with our team's current investment theses.
Opportunistic Satellite Holdings
Complementing the Core Growth Holdings, 30% - 35% of the portfolio is reserved for 5 to 7 satellite holdings. These are dynamic, high-conviction positions identified through rigorous screening, enabling us to capitalize on emerging trends and market inefficiencies.
Our Process
We begin with a technical screen to assess relative strength, trend direction, momentum, sector performance, overbought/oversold levels, and volume dynamics. This is followed by a fundamental analysis, ranking candidates by sector-relative P/E ratios, revenue growth, return on equity, etc.
Our focused approach - with fewer holdings than typical peers - supports low turnover, tax efficiency, and high portfolio conviction.
This strategy blends structure and flexibility, enabling us to stay aligned with long-term growth trends while remaining agile in capturing timely market opportunities.
