Diversified Funds
ICON employs an active, tactical, industry-rotation process that tilts our portfolios to undervalued areas of the market in an attempt to outperform passive investments. This process is driven by our valuation methodology, which is rooted in the fundamentals of finance, using company earnings, future growth estimates, risk, and opportunity cost to compute intrinsic value. Using this system to determine the intrinsic value of each security within our investment universe, our focus then turns to the industry and sector level, where we believe we can identify and capitalize on market themes.
To see more about sector themes and how they have occurred historically, please click here.
An investment concentrated in sectors and industries may involve greater risk and volatility than a more diversified investment. There are risks associated with Small and Mid Cap investing such as less liquidity, limited product lines, and small market share.
ICON’s value-based investing model is an analytical, quantitative approach to investing that employs various factors, including projected earnings growth estimates and bond yields, in an effort to determine whether securities are over- or underpriced relative to ICON’s estimates of their intrinsic value.
ICON’s value approach involves forward-looking statements and assumptions based on judgments and projections that are neither predictive nor guarantees of future results. Value readings are contingent on several variables including, without limitation, earnings, growth estimates, interest rates and overall market conditions. Although valuation readings serve as guidelines for our investment decisions, we retain the discretion to buy and sell securities that fall beyond these guidelines as needed. Value investing involves risks and uncertainties and does not guarantee better performance or lower costs than other investment methodologies.
Diversification does not eliminate the risk of experiencing investment losses.
ICON Advisers, Inc.
8480 E Orchard Road, Suite 1200
Greenwood Village, CO 80111