Alpha Through Discipline: Our 2025 Portfolio Surges Ahead
As of November 7, 2025, our 10-stock AlphaSync portfolio—selected on December 31, 2024—has delivered a total return exceeding 23% year-to-date, outpacing the S&P 500 and reaffirming the strength of our disciplined, factor-based approach.
The 2025 Portfolio
Holdings (as of 12/31/2024):
MAS | HCA | HD | CL | COR | ABBV | AMGN | NTAP | AON | KLAC
These companies represent a cross-section of quality, value, and growth—the same 3-factor framework that drives our process. Each holding earned its place through a rigorous, data-driven screen emphasizing return on equity, valuation efficiency, and consistent growth momentum.
Exploiting Short-Term Noise for Long-Term Alpha
In a market dominated by short-term volatility and shifting sentiment, investors—both professional and retail—frequently rotate into or out of sectors based on fleeting headlines or short-term economic data. Our models are engineered to do the opposite: they capitalize on these short-term dislocations by identifying fundamentally resilient businesses temporarily mispriced by emotional reactions.
This disciplined approach converts the market’s overreactions into a systematic source of long-term Alpha. And this isn’t conjecture—it’s grounded in rigorous backtested results. Over the past two decades, our 3-factor model has outperformed the market in 90% of rolling 5-year periods and 100% of rolling 10-year periods, illustrating both robustness and repeatability across market cycles.
Quality and Patience in a Reactive World
While others chase the latest narrative, we rely on statistical discipline and factor integrity. Our holdings—spanning healthcare leaders like HCA, ABBV, and AMGN, technology innovators such as KLAC and NTAP, and defensive consumer names like CL and HD—reflect enduring fundamentals rather than short-term trends.
“Exploit short-term behavior to achieve long-term outperformance.”
As 2025 progresses, this steady commitment to data-driven selection and unemotional execution continues to deliver—transforming market noise into meaningful, compounding results.
