Ritholtz Wealth Management, a national RIA overseeing more than $7,600 million in assets for high-net-worth clients and institutions, announced the launch of Porterhouse, a new equity separately managed account (SMA) strategy developed in partnership with global investment leader Franklin Templeton. The strategy is available exclusively to Ritholtz clients and is designed to complement the firm?s core asset allocation models. Porterhouse, which is powered by Franklin Templeton?s Canvas, an end-to-end platform for personalized tax-aware portfolios, is an active, quantitatively managed equity SMA built around a straightforward premise: own the market?s leaders while they are leading and step aside when they are not.
The strategy builds on the same research behind Josh Brown?s widely followed ?Best Stocks in the Market? list and reflects the firm?s disciplined approach to investing. It screens for companies that exhibit strong momentum and fundamentals, including earnings and cash flows, to identify those with high potential for future growth.
The strategy is intentionally selective. Each month, the portfolio is constructed from a defined universe of large-cap equities?those in the top 50 percent of the Russell 1000 Index?generating a focused ?buy list? of companies that meet specific momentum and quality criteria.
That list can expand when opportunities are abundant and contract when they are not, allowing the portfolio to concentrate capital in higher-conviction names or sell and free up cash when fewer stocks meet the bar. Porterhouse will be available to qualified Ritholtz clients as of June 1, and investors interested in learning more about the strategy and its role within a broader portfolio should contact their Ritholtz financial advisor.
