Gradient Contrarian Choice

Historic Strategy

Utilizes a historic investment strategy seeking to invest in companies whose prices are temporarily dislocated due to factors out of their control.

Opportunistic

An ideal investment vehicle to create long-term wealth for investors who have high return expectations and can tolerate a higher level of volatility.

Fundamental Analysis

For the investor who does not have “herd” mentality. Portfolio managers will research stocks that have “fallen out of favor” and determine if that is temporary or structural in nature.

Ideal for investors who have high return expectations and can tolerate a higher level of volatility. Contrarian investors have historically made their best investments during times of market turmoil. This portfolio deploys an active approach to exploit price dislocations in the market by using diligent research to determine if this price dislocation is temporary or structural in nature, and invest accordingly. Up to 20 individual stocks will be included in the portfolio using in depth analysis, while also determining the length of time it may take for the stock to normalize or recover.

Portfolio Manager: Keith Gangl

Keith Gangl, CFA®, serves as a portfolio manager for Gradient Investments, LLC, bringing over 22 years of institutional investment management experience. Gangl has a long successful track record of investment performance through various market cycles and has extensive knowledge of equity markets.