Our goal was to create an equity portfolio strategy using an allocation and selection process that maintained a higher quality portfolio than the S&P 500.
Our goal was to create a complement to the S&P 500.
We accomplished this through the Industry Leaders® Portfolio Stategy, which was awarded a US patent in September 2006 recognizing its novel allocation and selection method (US patent no. 7,107,229 B1).
Industry Leaders was the first published equity portfolio strategy to use fundamental data instead of market capitalization. (live on Bloomberg Professional Terminal since 2001 under ticker ILEADERS <index>).
The US Industry Leaders® Portfolio Strategy is the investment strategy of the Industry Leaders® Fund which has beaten the S&P 500 by an average of 2.2% per annum for more than 9 years (Fund inception 3/17/99 - net of fees).
This Blog is dedicated to the daily perfromance highlights of the Industry Leaders® Portfolio Strategy.
Information on the Industry Leaders® Fund is available on http://www.ilfund.com/.
Website dedicated to Industry Leaders® Portfolio Strategy: http://www.industryleaders.com. (Performance charts)