Contego Robotics and Automation Strategy
The Contego Robotics and Automation Strategy’s investment objective is long-term growth of capital. The Strategy seeks to achieve its investment objective by investing in a portfolio of U.S. and foreign common stock of companies involved in robotics and automation across multiple sectors. The Strategy expects to invest primarily in developed markets but may also invest in emerging markets. The Strategy may invest in any company with a market capitalization over $50 million. The Strategy’s portfolio will be composed of companies with game changing technologies in sectors such as manufacturing, infrastructure, transportation, energy, healthcare, information technology, media and communications. The Strategy is actively managed and rebalanced monthly. Benchmark: S&P 500 (SPX). The Strategy is also available in mutual fund format as the AlphaCentric Robotics and Automation Fund (GNXIX). To read recent exclusive commentary written by Brian Gahsman, the Portfolio Manager of the AlphaCentric Robotics and Automation Fund, along with articles from third parties discussing robotics and automation see the AlphaCentric Robotics and Automation Blog.
Contego Sustainable Earth Strategy
Contego Sustainable Earth is an ESG (Environmental, Social, and Governance) Strategy. Its investment objective is a blend of value and long-term growth of capital. The Strategy invests in both U.S. and foreign companies that derive a majority of their revenue from products and services that address at least one of the world’s major environmental challenges such as pollution control, clean energy, clean water and agriculture. The Strategy is actively managed, maintains an average Sustainalytics score over 50 and is rebalanced quarterly. Benchmark: MSCI All Country World Index (MXWD).
Assets Allocation Strategies
Contego Capital offers a variety custom strategies to advisory clients. The asset allocation of these strategies is based on client specific investment objectives, risk tolerance and investment horizon. Please contact us for further information on our advisory products.