Markin AI/GLP-1 Boost

Account Minimum:
$100K

Model Inception:
11/1/2023

Mngmt. Fee:
0.75%

Investment Objective

Long-term capital appreciation with alpha.

A Diversified Approach to AI and GLP-1 Exposure

The strategy consists of active, diversified exposure to all the firms in the Markin AI Boost strategy plus global firms in biopharma, tools and healthcare services with exposure to treatments, services, and pipelines focused on the therapeutic treatment of obesity and other related GLP-1 applications.

By construction, approximately two-thirds of the portfolio by dollar value is invested in AI stocks and one-third in GLP-1 stocks, thus maintaining the same relative share of technology to health care sectors as the S&P 500.

Investment Approach

The strategy invests in approx. three dozen stocks in the US AI technology, media, telecommunications universe and two dozen stocks in the healthcare GLP-1 universe. It seeks to outperform capitalization-weighted indexes through a disciplined, top-down, bottom-up investment approach that provides enhanced exposure to long-term EPS (Earnings Per Share) growth and proven drivers of returns.

The portfolio is constructed to have greater diversification and less concentration than capitalization weighted sector indexes. Stocks are weighted according to EPS potential based on fundamental views while also optimizing the portfolio for liquidity.

The strategy is actively managed and exposures to individual stocks will vary based on the evaluation of investment opportunities. These shifts in exposures are determined using fundamental analysis and quantitative models. Information that is evaluated to arrive at the strategy’s views includes, but is not limited to: earnings, cash flows, trend indicators, and growth forecasts.

Reasons to Invest

Opportunity to Outperform Over the Long-Term

The strategy seeks to outperform equities by investing in stocks with higher long-term EPS growth prospects based on historically proven drivers of returns such as profitability, sales growth, margin expansion, momentum, and quality.

Systematic Investment Approach

The strategy systematically integrates quantitative and bottom-up fundamental analyses into one investment view with the hope of overweighting stocks in the universe that exhibit the most attractive investment characteristics and have yet to fully price in the potential EPS boost.

Broadly Diversified Portfolio

The strategy invests in the full spectrum of stocks across the US AI and global GLP-1 large- and mid-cap universes. It seeks to benefit from holding numerous active positions rather than fewer, more concentrated bets.

* The materials contained on this website do not constitute investment advice or research and should not be viewed as a current or past recommendation or a solicitation of an offer to buy or sell any securities or to adopt any investment strategy. Past profitability is not indicative of future results.