In addition to the range of investments provided through Watts Capital's open architecture investment platform, Watts Capital offers two proprietary investment strategies to its wealth management clients, as well as family offices and institutions.


[slide-right]Watts-Preston Disruptive Stock Strategy

The Watts-Preston Disruptive Stock Strategy identifies and invests in stocks of companies expected to disrupt an industry over the coming 5 years. The portfolio aims to hold 20-25 stocks. It establishes, maintains and exit positions based on a combination of fundamental and technical factors. The return target of the fund is to outpace the NASDAQ Composite Index.[/slide-right]

 

[slide-right]Watts Tactical Equity Strategy

The Watts Tactical Equity Strategy encompasses two strategies. The first, Tactical Equity I is a systematic strategy to establish long or neutral positions in securities tracking the Nasdaq 100 index. The second, more aggressive strategy, Tactical Equity II, is a systematic strategy to establish long or short positions in securities tracking the Nasdaq 100 index. The strategy establishes positions based on signals from a quantitative model that analyzes macroeconomic data and capital markets data. The goal of the model is to establish long positions when the Nasdaq 100 is increasing in price, and establish neutral or short positions when the Nasdaq 100 is declining. The Watts Tactical Equity Strategy aims to outperform the PowerShares QQQ ETF (symbol QQQ).[/slide-right]