The Dartmouth Data investment strategy is based on agressive investing in individual stocks across several vertical market segments. A small targeted group of stocks makeup each specialized investment portfolio. Most plays are short-term in nature with a goal of locking in positive incremental gains, both small and large.
Robert's Rules of Investing
Selection Attributes
Techniques
Investment Objective
The Dartmouth Data High Growth BLUE CHIP Fund is based on maximizing financial returns while carefully balancing risk. This fund seeks the highest total return over time possible consistent with a primary emphasis on capital growth and a secondary emphasis on income.
The portfolio consists of a refined group of stocks that are closely tracked. Specific buy/sell triggers are set to achieve the targeted results. This fund is very actively traded and often reflects higher risk/reward ratio. Most plays are very short-term in nature to lock in positive incremental gains.
My Role & Responsibilities as The Fund Manager
Responsible for the professional management of each investors invested capital and stock portfolio. To see that the specified investment goals are met annually for the benefit of each investor.
Pick out investments that will result in an above average (risk weighted) long-term performance, which includes making timely trading decisions, analyzing and monitoring the risk factor associated with each investment and defining strategy to achieve the fund's financial goals.
Investment Risks
Investment in a high growth fund, such as this, comes with certain financial risks to each investor. Anyone associated with this fund must accept all the risks, as well as the potential rewards. The market is often unstable and has unforeseen variables that may directly affect performance, both in positive and negative perspectives.