Vantage

The newest addition to Navellier’s range of equity products, Navellier Vantage is an exclusive portfolio comprised of stocks personally selected by Louis Navellier, stocks that Louie considers his favorite ideas. Unlike typical institutional investment funds, Vantage takes advantage of the best opportunities in the broad stock market—free of all style-based constraints. The result is a flexible, diverse portfolio that offers the potential for superior risk-adjusted performance.

See if You Qualify for Vantage

Thinking outside the Style Box

Most institutional investment funds follow a style box investment approach. These style-based funds focus on a narrow segment of the market: small, medium, or large-cap; growth or value; domestic or international. When constrained within a narrow style box, fund managers aren’t free to choose stocks based solely on value.

Choosing Substance over Style

In contrast to other money managers, we think outside the style box. Vantage is global in scope, and includes Louis Navellier’s top 60 to 100 stock picks across all styles, capitalizations, and market sectors.

The Navellier Vantage portfolio is:

• Designed for strong relative and absolute performance
• Unconstrained by style (growth/value) or market capitalization (small/medium/large) factors
• Open to both domestic and international stocks, including stocks with non-U.S. dollar revenues
• Guided by the entire depth and breadth of Navellier’s equities research in all style boxes and asset classes

Vantage Investment Process

Navellier Vantage uses the quantitative stock selection method created by Louis Navellier nearly three decades ago, combining it with Navellier’s proprietary fundamental variable models.

• Balancing opportunity against risk. Vantage maximizes risk-adjusted returns through Louis Navellier’s renowned “zigzag” approach. The zigzag optimization model balances stocks of various risk levels across a wide spectrum of industries and sectors, attempting to provide protection against market volatility while offering the potential for strong performance.
• Adapting to changing market conditions. A dynamic asset allocation strategy may sometimes be used in order to increase the portfolio’s cash position. Our dynamic model rebalances funds based on a combination of factors, including market volatility, portfolio volatility, portfolio return, and riskless rate of return.

Only a Limited Few Will Be Accepted. Apply for Vantage now!

Portfolio Fundamentals

The table below compares our portfolio fundamentals against their benchmarks. These data are updated on Tuesdays at 2pm Pacific Time.

Data Source: FactSet
Average Sales Change: Last fully reported quarter divided by same quarter one year ago minus one. Average Earnings Change: Last fully reported quarter divided by same quarter one year ago minus one. Average Return on Equity: Trailing four quarters from last fully reported quarter. Net income divided by stockholder equity. Average Forward P/E FY 2: Price divided by average analysts' estimate for fiscal year two. Average Earnings Surprise %: As of last fully reported quarter, actual earnings divided by mean or consensus minus 1. Average Operating Margin % Change: Trailing four quarters percent change in operating margin from last fully reported quarter.