Equity Compass Portfolios & Products
Research Opportunity Portfolio

Objective

A focused, high-conviction strategy that integrates insights from Stifel's and Keefe, Bruyette & Woods' (KBW) fundamental research and EquityCompass’ quantitative investment process to seek returns superior to the market

Highlights

Helps leverage the insights of Stifel and KBW's nationally recognized equity research
  • One of the largest U.S. equity research platforms
  • Only firm ranked in the Top 10 each year for the last ten years in The Wall Street Journal’s “Best on the Street” Survey*
Combination of quantitative and qualitative insights to enhance stock selection
  • Fundamental analysts incorporate their opinions on management capability, business strategy, industry standing, etc., to determine the intrinsic value of a stock and conclude an investment opinion (Buy, Hold, or Sell)
  • Disciplined application of quantitative techniques helps to identify and exploit market inefficiencies
Portfolio tactics to maximize risk-adjusted return potential
  • Invests across styles and market capitalizations to exploit the most attractive opportunities
  • Individual security exposure is controlled; portfolio holds equal-weighted positions in an optimized number of stocks

Investment Process