Institutional - Discipline

OPCM's seven member investment management team uses the three stage investment management process to build and manage the OPCM Large Cap Growth Model containing 30-40 companies with market capitalizations above $1 billion.

In the First Stage, the Team quantitatively screens the Russell 1000 index.

In Stage Two, the quantitatively screened universe is further reduced through internal fundamental research, created by the Team. Stage Two typically results in 75-100 companies.

In Stage Three, the Model portfolio is built and managed with an eye toward higher growth with an overall lower portfolio risk profile.