The Sapphire Star Mid Cap strategy invests in domestically listed mid-sized company stocks and ADRs which have exhibited strong, sustainable, and improving fundamentals over time, particularly with regards to revenue and profitability. The strategy focuses on investing in securities with asymmetrically favorable risk/reward profiles, while they are still inefficiently priced by the market relative to their potential upside. By combining quantitative fundamental analysis with a robust risk/reward assessment, the strategy is uniquely calibrated to consistently identify investments capable of providing superior risk-adjusted returns over the long-term.
Universe: U.S. Listed Equities and ADRs
Market Cap Range: $1 B to $25 B
Analyst Opinions and Revisions
Operational Efficiency and Improvement
Positive Trending Momentum
Consistently Low Volatility
Short-Term Trend Reversal