CAMS Capstone Portfolio

Manager/Sub-Advisor

Cornerstone Asset Management Services, Inc.

Portfolio Category

Tactical, Beta-driven

About the Portfolio

The CAMS Capstone Portfolio is a tactical, beta-driven portfolio. It primarily invests in mutual funds and ETF's.
- All asset classes, tactical, low beta, growth strategy
- Uses CAMS' quantitative tactical allocation model
- Minimal positional limits applied to high volatility sectors, increases overlap & concentration in the portfolio