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 @firstname.lastname@example.org 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.
Astoria Portfolio Advisors
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