The Contravisory Equity Portfolio is the foundation on which all of our investment portfolios are built.
The Contravisory Equity Portfolio is a diversified portfolio of approximately forty domestic stocks. Launched in October of 1972, the portfolio has navigated its share of market ups and downs. The portfolio was originally constructed to provide Contravisory’s research clients with a list of the most attractive buy opportunities based upon our unique long-term relative price trend approach.
The Contravisory Equity Portfolio seeks capital appreciation through a diversified portfolio of domestic equities. It attempts to outperform the S&P 500, with a particular emphasis on outperforming during down markets. The approach is opportunistic, as the portfolio’s investments are not limited to set criteria involving market capitalizations, and is agnostic toward growth versus value stocks. Investment decisions result strictly from our proprietary research methodologies, identifying and capitalizing on the long-term relative price trends, both positive and negative that exist in the market.