Coletta Multi-Cap Growth

The program is designed to offer capital appreciation by primarily investing in and actively trading growth stocks. The portfolio may hold up to 100 positions with a goal of holding between 25-50 positions to gain the benefits of risk reduction due to diversification.  Companies selected are those we expect to demonstrate strong performance, exceptional earnings growth, high returns on equity, and strong cash flow due to competitive advantages created through innovation.  The portfolios will be managed utilizing technical analysis to assist in the entry and exiting of positions as well as help mitigate the risks involved in growth stocks.  This is an active management strategy that holds fewer positions and increases cash holdings during adverse market conditions.  CJCC can adjust its strategy for each client as appropriate dependent on its perspective of future market conditions.

This Objective of the Coletta Multi-Cap Program is to provide capital appreciation.

Minimum Investment: $250,000

This Program may appeal to you if:

    • You are seeking growth of capital primarily through capital appreciation
    • You believe the market will favor growth stocks over value stocks over the long term
    • You are looking to include a growth strategy as a portion of your overall investment portfolio
    • You believe in the benefits of diversification are greater than the benefits of a more concentrated portfolio
    • You believe in an active management strategy versus a passive buy and hold type of strategy


You may not want to participate in this program if:

    • You are looking for a high level of current income
    • You are conservative in your investment approach
    • You are interested more in  the stability of principal more than the growth of capital
    • You are looking for a passive investment management strategy that will mirror the returns of an index


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