|
The Large-Cap Portfolio has approximately $3.5 million of assets under management and is comprised of 36 quality companies alongside a cash position. The portfolio is required to be invested in US-listed equities with market caps of $10 billion or greater. The large-cap portfolio must invest 90%-98% of its total capital with the remainder held in cash. From 2022-2023, the portfolio has brought in over $82,000+ in dividends alone. These dividends are then reinvested back into the equity positions in the portfolio, further growing the overall value and future prospective dividends.
The large-cap portfolio focuses solely on top-of-the-line quality businesses that trade for a fair value, thus the time horizon for investment is typically in excess of one year. This longer time horizon is designed to avoid the risks of constant short-term buying and selling. The Large-Cap was established in 2007 along with the inception of OSIG. Since its inception the portfolio has returned 370%+, beating the S&P500 index. |
Our Large-Cap Strategythe constrained economic outlook, I prioritize investments in firms exhibiting stable earnings. Consequently, I've chosen to slightly overweight our holdings in the healthcare and IMEU sectors. Furthermore, recognizing the promising growth trajectory of the artificial intelligence sector, which aligns with our long-term investment philosophy, I intend to augment our positions in AI and semiconductor industries to capitalize on their potential. Overall, our investment approach seeks to foster a well-balanced and resilient portfolio by expanding our holdings and concentrating on companies with robust profitability and sustainable growth trajectories. ” |
