ICON - ICON’s Investment Approach

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ICON believes that its investment methodology offers advantages over other investment systems for three important reasons: Industry allocations are based on forward-looking expectations, primarily value-to-price ratios. This is in stark contrast to techniques that simply use historic data and assume the future will duplicate the past. ICON employs an active approach, concentrating in favored sectors and focusing on specific industries in an effort to capture changing themes. ICON’s sell discipline is designed to sell industries when they become overpriced or no longer exhibit above-average strength against the market.

Previous Page: Industry Rotation Creates Opportunities | 1, 2, 3

Interested in how ICON applies this approach to the style grid? Click here to learn more.


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