CrestPoint  Capital  Management  follows  a  four  step  common stock portfolio construction process.

  • Screen a Database of approximately 4000 names to create an investable universe.

  • Rank the stocks in the investable universe by a measure of attractiveness - an "alpha" factor.

  • Construct the portfolio with an optimization algorithm to have a high "alpha"score while, simultaneously, controlling portfolio risk using the firm's proprietary risk model.

  • Rebalance the portfolio periodically to assure investable standards  of the stocks are met, the portfolio has a high "alpha" score, and the portfolio's risk exposure is maintained.  Controlling turnover and promoting tax efficiency are elements of the rebalance.

For a more detailed description of the firm's investment process, click Read More.
                                                                                                                                                                                                     Striving to provide the highest level of investment performance and service to an exclusive clientele.
Striving to provide the highest level of investment performance and service to an exclusive clientele