Introducing Astoria's Large-Cap Value Stock Portfolio


Since July 2020, Astoria has argued that the US economy is in the early stages of a new, powerful economic cycle (click here).


When Astoria was on CNBC TV back in June 2020, we voiced our inclination towards value-oriented stocks (click here).

We’ve recently put together a new quantitative stock basket geared towards US Large-Cap Value stocks. We view this as a higher-octane strategy for clients with higher risk tolerances. We also think investors can use this basket to hedge growth/momentum-orientated factor risk which is prevalent in most standard ETF model portfolios.


Below is some background information.

Astoria’s Large-Cap Value Stock Portfolio


  • From the starting universe of approximately 400 companies that demonstrate value characteristics, we screen for stocks with relatively attractive 1) EPS 2) ROE and 3) ROA.

  • The stocks are equal weighted and rebalanced annually.

  • Astoria’s Large-Cap Value Stock Portfolio is available in SMA format or model delivery. Contact us @insights@astoriaadvisors.com if you would like to discuss a physical sub-advisory or a model delivery relationship.

Remember, for most of the past 4-5 years, investors were enamored with FAANG and US Large-Cap Growth stocks while virtually ignoring value-oriented stocks. We think that amid the new economic cycle and current market conditions, value-oriented stocks are primed for further outperformance.


Please contact us if you wish to receive a copy of our fact sheet, list of holdings, and other material related to this portfolio.


Best,

Astoria Portfolio Advisors


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