Overview

The Vanilla Funds Blue Chip Portolio looks to invest in US listed stocks and is actively managed, selecting from sectors that offer the most promising long-term performance. 

The weightings and selections of the stocks will be determined on an ongoing basis, using a range of technical and fundamental metrics. 

Investment Philosophy

The general approach to investing is based on the idea of offering portfolios built using large cap investments, with companies that have an excellent reputation, above average growth and lower risk financials. The aim is to achieve diversification by selecting stocks from at least 4 GICS (Global Industry Classification Standard sectors. The weights of the stocks in the portfolio are optimized using macro- economic forecasting models and market indicators. 

Our asset allocation adapts to changes in the markets aiming to protect capital in a falling market while looking to identify the best investment opportunities in a timely manner. 

Investment Strategy

We use state of the art technology to screen the stocks. This enables us, along with human overlay, determine economic cycles and risk appetite in the markets and to capture the risk premia across the stocks. The stocks are selected by Algo-Chain’s AI & Machine Learning assisted platform. This systematic framework carefully analyses  the target universe of stocks and identifies the best investment opportunities based on market conditions.