A low risk strategy

A low risk strategy
Components Performance/Risk
Period Return
2.0%
Return Rank
Subpar
Risk Exposure
Average Risk

The companies selected for the low volatility (low risk) strategy might be less sensitive to total market swings, in industries sharing stable, recession-resistant features

  •  consumer non-durables : Tootsie Roll confectionary 
  • senior housing : Welltower or Healthpeak Properties  
  • packaging for supermarket consumer goods : Ball  
  • automotive aftermarket : O'Reilly Automotive and electric utilities : OGE Energy   
  • fintech software : Q2 Holdings  

In market reversals, the dynamics of their respective industries are likely to make the companies relatively less sensitive to global market trends

The theme is focused on medium-sized market caps 

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Balchem Corp BCPC Industrial GoodsChemicals - Additives & Ingredients168.195.4 B18.9% Neutral Low Risk
Ball Corp. BALL Industrial GoodsPackaging - Paper, paperboard & metal59.1916 B28.9% Neutral Low Risk
Ingersoll-Rand IR Industrial GoodsEnergy & Fluid Control Systems/Pumps & Filters79.0931 B4.1% Neutral Below Average
Lennox International LII Industrial GoodsPlumbing, Heating & AirCo356.7212 B-30.6% Sharp Down Average Risk
O'Reilly Automotive ORLY ServicesAutomotive Aftermarket86.6573 B-15.8% Neutral Low Risk
Rush Enterprises RUSHA ServicesAutomotive Aftermarket44.373.4 B34.2% Neutral High Risk
Verisk Analytics VRSK FinanceFinancial Data Processing 177.4924 B-25.5% Neutral Average Risk
Q2 Holdings QTWO FinanceBanking / Insurance Software59.203.7 B-3.9% Neutral Average Risk
Healthpeak Properties DOC Real EstateREITs Health Care & Senior Housing18.9513 B17.6% Weak Down Below Average
OGE Energy OGE UtilitiesNatural Gas Distribution46.8010 B7.5% Neutral Low Risk
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