A low risk strategy

A low risk strategy
Components Performance/Risk
Period Return
4.0%
Return Rank
Subpar
Risk Exposure
Below Average

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 & Ingredients179.435.7 B10.7% Weak Up Low Risk
Ball Corp. BALL Industrial GoodsPackaging - Paper, paperboard & metal63.4517 B18.8% Weak Up Low Risk
Ingersoll-Rand IR Industrial GoodsEnergy & Fluid Control Systems/Pumps & Filters86.9734 B7.9% Strong Up Average Risk
Lennox International LII Industrial GoodsPlumbing, Heating & AirCo439.7715 B-26.7% Sharp Down Above Average
O'Reilly Automotive ORLY ServicesAutomotive Aftermarket93.5378 B-8.9% Weak Up Low Risk
Rush Enterprises RUSHA ServicesAutomotive Aftermarket80.086.2 B38.1% Weak Up Below Average
Verisk Analytics VRSK FinanceFinancial Data Processing 191.8226 B-26.2% Neutral Average Risk
Q2 Holdings QTWO FinanceBanking / Insurance Software63.374.0 B-17.0% Strong Up Above Average
Healthpeak Properties DOC Real EstateREITs Health Care & Senior Housing21.4115 B39.9% Neutral Below Average
OGE Energy OGE UtilitiesNatural Gas Distribution46.7910 B9.2% Neutral Low Risk
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