The Opportunity Portfolio


IMVA’s Opportunity Portfolio invests in equity securities that, in the opinion of the portfolio manager, represent unique opportunities for capital appreciation. Considerable appreciation potential at an attractive price is the primary investment criterion, and both value and growth companies are considered for purchase. Typical investment attributes include reasonable price/earnings multiples relative to projected earnings and cash flow growth, strong or improving profit margins, a solid financial position, and impressive management. “Insider” transactions, stock buy-backs, effective use of innovative technologies, exposure to international markets, and identifiable catalysts for change are other important considerations.

The portfolio manager relies on personal contact with management (when possible), published financial reports, analyst meetings and conferences, and the advice of securities analysts with proven knowledge of a company and its industry. Some sectors are more heavily weighted than others based on the manager’s judgment that certain industries are substantially more attractive than others at any given time.

The Opportunity Portfolio investment range includes small, medium, and large capitalization companies, including exchanged traded funds (ETFs). Over time, each account owns approximately the same stocks in similar percentages. The Portfolio generally holds 20 to 30 positions in each account.

The Opportunity Portfolio employs a highly concentrated investment style and will normally produce results that are considerably more volatile than those of the broader market. Consequently, the Portfolio may be appropriate for long-term, risk tolerant investors.

The Opportunity Portfolio uses the S&P 500 and the S&P 1500 indices as its benchmarks.

Download the full description of the Opportunity Portfolio in PDF format: Opportunity Portfolio:4Q2022 Opportunity Portfolio Presentation

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