Focused Value


Polaris Wealth’s strategy seeks to provide investors with strong current income and long-term capital appreciation by investing in a select group of high-quality companies trading at a value compared to their industry peers. This strategy invests exclusively in Large-Cap Value, dividend-paying stocks. This strategy takes more focused positions, with 5% individual stock position holdings.

The strategy also looks to add value by overweighing undervalued sectors and underweighting or even eliminating sectors we feel are overvalued. The baseline allocation for this strategy is 100% stocks and will remain fully invested or close to fully invested (90% equity) at all times. If our research indicates market weakness, this strategy will rotate into defensive sectors known to protect principal during difficult times in the market.

Sector Allocation

As Of 9/30/2023

Disclosure: Investments are subject to risk and there is no guarantee that any of Polaris Wealth’s investment objectives will be achieved. The value of investments and the income from them can fall as well as rise and investors may not get back the full amount originally invested. Polaris Wealth does not guarantee the success of any investment strategy.

For more information about any of Polaris Wealth’s strategies, please request the strategy-specific brochure.

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