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The Large-Cap Portfolio has approximately $3.5 million of assets under management and is comprised of 29 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 250%+, beating the S&P500 index. |
Our Large-Cap StrategyWith the Large-Cap portfolio having a long-term investment horizon, my main focus has been to further diversify our holdings through the introduction of new stocks while capturing profits from equities that have seen the greatest growth since their initiations. Noticing the prominence of mature value stocks within the portfolio, I have targeted companies with strong long-term growth prospects, while also focusing on companies with high profitability and free-cash ratios. Additionally, I have aimed to bring the weightings of our individual sectors closer to that of the S&P 500 index in order to increase our exposure to information technology, communications services, and real estate, where we were previously underweight. ” |