GRNY Investment Strategy and ApproachGRNY’s strategy is built on identifying economic, social, and political trends likely to influence the market, selecting stocks that align with at least two of these themes. The fund combines fundamental and quantitative analysis, employing a proprietary Granny Quantitative Model to adjust its portfolio quarterly based on style tilts, seasonality, and macroeconomic conditions. This disciplined, rules-based process aims to capture regime shifts in the market, focusing on large-cap companies with strong growth and value characteristics. The portfolio, consisting of 40-42 holdings, is near-equally weighted to mitigate concentration risk, with top holdings like Palo Alto Networks (2.77%), American Express (2.70%), Tesla (2.69%), Robinhood, Oracle, and Advanced Micro Devices (AMD) reflecting exposure to technology, financials, and consumer trends.
