Investment Process

An Optimized Investment Approach to Balancing Risk and Return

The Value Line Portfolios’ quantitative approach integrates the Value Line Ranking System for Timeliness™ with a multifactor risk model that incorporates each stock’s risk profile and fundamental characteristics (e.g. size, momentum, growth rate, industry, etc.) to construct a diversified portfolio using a disciplined, repeatable process.

Stocks in the Value Line Ranking System for Timeliness™ system are optimized against each SMA’s strategy benchmark index for possible inclusion in the portfolio. The optimization process selects stocks and determines their relative portfolio weighting, balancing risk and reward, as projected by the Value Line Ranking System for Timeliness™. 
Each strategy portfolio consists of approximately 50-70 stocks. Stocks are selected and rebalanced each month.

Do you have questions?

Please reach out to our SMA support team at:

Crystal Barrett

Crystal Barrett
Sales Director

Data shows past performance, which is not indicative of future performance. Information contained herein has been prepared for illustrative purposes only. Although the information provided has been obtained from sources which EULAV Asset Management (EAM) believes to be reliable, it does not guarantee accuracy or completeness of such information. Opinions represented are not intended as an offer or solicitation with respect to the purchase or sale of any security or product and are subject to change without notice. Equity markets are volatile and an investor may lose money. For a complete discussion of the risks involved, please see our ADV Part 2A (Brochure).

EAM acts as either a discretionary investment manager or a non-discretionary model provider in a variety of separately managed account programs. Any performance information included herein represents the performance achieved by EAM as a discretionary investment manager with trade implementation responsibility. Separately managed accounts are provided by EAM and are independent of the Value Line Funds.

Value Line, Value Line Logo, Timeliness, Safety are trademarks or registered trademarks of Value Line, Inc. and/or its affiliates in the United States and other countries. Used by permission. Third-party trademarks and service marks appearing herein are the property of their respective owners.