Core Investment Model

Overview: The Dumont & Blake Core Investment Model is a multi-discipline equity strategy that invests in common stocks and ADRs.

Investment Objective: Provide consistent, above-average investment returns as compared to the S&P 500, with equal or less risk and volatility than the S&P 500.  

Risk Management: Maintain sector weights in line with the sector weights of the S&P 500 index, keep meaningful industry and stock diversification within those sectors, and monitor stocks for any fundamental or quantitative changes.